Swisher, IA Office

Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with a suite of family-office style programs, financial planning, retirement consulting, and investment management. Its service menu includes standalone planning, multi-step Family Office Assessments, multi-month programs (Wealth Builder, Wealth Accelerator, Virtual Family Office), and Maintenance Mode ongoing coordination.

The firm provides both discretionary and non-discretionary investment management and often coordinates directly with clients’ other professionals (CPAs, attorneys, insurance agents) as part of its Virtual Family Office and Wealth Accelerator engagements. A substantial portion of assets are managed on a non-discretionary basis (approximately $263M non-discretionary versus $201M discretionary as of the brochure), meaning many account transactions require prior client consent rather than advisor-initiated trading.

Dew is notable among peers for operating across many offices (17) while offering public educational workshops and a one-year Wealth Builder curriculum tied to an online learning system and client dashboard. It is licensed as an insurance agency (licenses maintained for trail commissions only and not used to solicit commission sales), participates as an adviser in unaffiliated wrap/managed account programs (e.g., AssetMark), and discloses an affiliated bookkeeping business (Dew Bookkeeping) that may be recommended to clients, creating an identified conflict of interest.