Scottsdale, AZ Office

Andrew Majd is a financial advisor with Dew Wealth Management in Scottsdale, AZ. He holds a Series 65 designation and has five years of industry experience. Prior to joining Dew Wealth Management in 2020, he worked at Optima Capital Management and Bank of America, Merrill Lynch. Outside of his advisory role, he has experience working with a menswear business and participated in the Sawdust Festival of the Arts. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary investment management and coordinates with clients’ other professionals as part of its multi-month programs and ongoing services.

James Dew is a CFP® and ChFC® with 22 years of industry experience and has been a principal at Dew Wealth Management since 1999. He is a licensed insurance agent who maintains licensure solely for trail commissions and serves as an independent trustee for trusts of non-clients. Dew is also an author of educational books on investing and financial planning, from which he continues to receive royalty payments. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations through family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and often coordinates directly with other client professionals as part of its Virtual Family Office and Wealth Accelerator programs.

Santiago Rosas is a financial advisor at Dew Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked previously at FP Solutions Ameriprise, Insitu, and Bosh Global Services. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator services.

Alexander Kalemba is a financial advisor at Dew Wealth Management with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC. Outside of finance, he has experience in the hospitality and retail sectors, including at Fox Cigar Bar and BevMo!. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary services and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator engagements.

Bryce Keffeler is a CFP®, ChFC®, and Series 66-licensed advisor at Dew Wealth Management with eight years of industry experience. He has been with Dew Wealth Management since 2018 and previously worked at Seros Financial LLC, Pinnacle Financial Advisors, and Intel Corp. Outside of financial advising, he is a director and shareholder of agriculture holding and operations companies through Keffeler Inc and BAKK Investment LLC. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering family-office style programs, financial planning, retirement consulting, and investment management. The firm provides both discretionary and non-discretionary investment management and often coordinates with clients’ other professionals as part of its multi-step family office and ongoing coordination programs.

Sarah Mendoza is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Dew Wealth Management since 2021 and previously at Syntal Capital Partners and UT Permian Basin. Outside of her advisory work, Mendoza manages a counseling practice and is involved in financial wellness and financial therapy through Magnificat Management. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers a range of services including standalone planning, multi-month programs, and ongoing coordination, often collaborating with clients’ other professionals as part of its Virtual Family Office approach.

Carter Bennett is a CFP® with six years of industry experience, currently serving as a financial advisor at Dew Wealth Management in Scottsdale, AZ. Prior to joining Dew, he worked at The Vanguard Group for four years. Outside of his advisory role, Bennett is involved as the head film critic for the podcast Film Junkie Reviews and participates in buying and selling used watches through No Friends at Dusk, LLC. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers a range of services including standalone planning and multi-month programs, and it often coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator engagements.

Ryan Cox is a CFP® with 10 years of experience in the financial advisory industry. He has worked at Dew Wealth Management since 2021 and previously at Husami & Associates for six years. He holds the Series 66 license and is based in Scottsdale, AZ. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator services.