James P. Dew, CFP<sup>&reg;</sup> - Financial Advisor

James P. Dew, CFP®

MBA ChFC® CPWA®

President & CEO

Dew Wealth Management

8888 E Raintree Dr, Suite 120
Scottsdale, AZ 85260
FINANCIAL ADVISOR'S WEBSITE
(480) 614-9119 CONNECT WITH James
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General

James Dew is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Dew Wealth Management in Scottsdale, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Certified Private Wealth Advisor

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

James Dew is the Managing Member of Dew Wealth Management, LLC, an SEC-registered investment adviser located in Scottsdale, Arizona. James Dew and Dew Wealth Management, LLC may only transact business in those states in which they are registered, or qualify for an exemption or exclusion from registration requirements. The inclusion of Mr. Dew of this website should not be construed as a current or past endorsement of Mr. Dew or Dew Wealth Management, LLC by the site publisher or any client. A copy of the Dew Wealth Management, LLC’s current written disclosure statement discussing the firm’s advisory services and fees is available upon request.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Business Taxes, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Stocks & Bonds, Life Planning, Succession Planning, Long-term Care, Personal Taxes

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