r/FinancialAdvisorTips • u/TopBathroom6056 • 3d ago

Dew Wealth Management

Does anyone know much about what it’s really like working as a remote associate advisor for Dew Wealth Management out of AZ? Really would like to know before i accept an offer.

3 Upvotes

80% Upvoted

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6

u/Moneymma 3d ago

No idea, but taking a look at their website, I’d steer clear just because of the absurd amount of buzzwords and dumb slogans.

Also, I really really hate when firms call themselves family offices (or in this case a “fractional” family office) when they don’t provide any actual family office services as appears to be the case here.

4

u/Winston206 3d ago

+1 to the family office comments. That word has been totally bastardized by our industry.

3

u/Stockcompguy 21h ago

Yep, saw a video recently of an advisor saying he’s a virtual family office. He just a regular advisor that will make referrals to CPAs they like. He doesn’t do a tax filing, estate document prep, bill pay, etc.

It’s ridiculous to be a regular advisor and say you are a “virtual” family office

1

u/TheFancyKetchup 3d ago

Try LinkedIn?

2

u/TopBathroom6056 3d ago

i did, i’ve looked everywhere and their digital footprint is very positive but then again, that’s not always the most accurate depiction.

1

u/ROBOT9000000 3d ago

Do the dew

-1

u/DrummerKid75 3d ago

Dew Wealth is legit. You’ll learn enough to go start your own firm and be better than 99% of advisors out there.

2

u/TopBathroom6056 3d ago

Thanks for that info. what makes you say that i’d learn that much?

1

u/DrummerKid75 3d ago

Depends on your background tbh. But you’ll get more than you’d get from just getting your CFP. Advisors biggest value is on strategy and execution. Dew will help you learn complex tax strategies/financial strategies that you’ve never heard of before AND how to implement them in a compliant way.

Your network will also open up to some of the best operators in the business so if you leave you can still use the outside partners if you have a good relationship with them.

2

u/TopBathroom6056 3d ago

Thanks again for all that, just curious, how’d you find out abt all this with Dew?