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Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net
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.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.