A complete list of active advisors currently associated with Dew Wealth Strategies, LLC

Warmer can help you find a great advisor at Dew Wealth Strategies, LLC or one who fits your needs even better.

DEW Wealth Strategies is a fee‑only investment adviser that manages approximately $94.7 million in discretionary assets for a small roster of clients (42) through two advisors. The firm offers continuous portfolio management along with financial planning, pension consulting, and personal wealth management services for individuals, retirement plans, trusts, estates and business clients. The firm implements client strategies under written investment policy statements and uses fundamental, mutual fund/ETF and technical analysis to guide allocations; it employs both long‑ and short‑term holdings as well as option strategies, margin and trade aggregation. DEW also recommends multi‑strategy alternative mutual funds, interval funds and leveraged/inverse exchange‑traded products, and discloses the specific liquidity, leverage and compounding risks tied to those instruments. What is notable relative to peers is that a firm principal is a licensed attorney with a law degree, an affiliation that is uncommon among supported firms and appears in the firm’s governance and disclosures. The combination of a small client base with nearly $95 million in assets and an explicit willingness to use higher‑risk vehicles (alternatives, leveraged/inverse ETPs, interval funds) distinguishes DEW’s operational and investment profile.

To learn more about the advisors currently working at Dew Wealth Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.