Dew Wealth Strategies, LLC

DEW Wealth Strategies, LLC provides discretionary investment management, written financial planning, pension consulting, and personal wealth management and consulting to individuals, trusts, retirement plans and other entities. The firm serves a small client base—about 42 clients—with roughly $94.7 million in discretionary assets under management and delivers ongoing monitoring and periodic reporting.

The firm develops written investment policy statements based on client interviews and implements portfolios on a discretionary basis, with regular weekly and monthly reviews and quarterly holdings and performance reports. Investment methods described in the brochure include fundamental and technical analysis, long- and short-term positions, option strategies, and use of mutual funds and ETFs alongside alternatives such as multi‑strategy alternative mutual funds, leveraged/inverse exchange‑traded products, interval funds and private pooled investments.

A notable element in the brochure is that a firm principal is a licensed attorney with a JD and prior general counsel experience; the brochure also states the principal is not actively practicing law and the firm will not provide legal advice, which indicates in‑house legal background rather than external legal services. Coupled with a two-advisor ownership structure and the routine use of relatively sophisticated, higher‑risk products, the firm’s disclosures suggest it generally works with clients for whom access to advanced strategies and customized wealth planning is appropriate.