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Dew Wealth Management

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Chaos disguised as genius - Wealth Advisor Dew Wealth Management Employee Review

1.0
16 Nov 2022
Recommend
CEO approval
Business outlook

Pros

Partially able to work from home

Cons

Where do I start? Take on more than you can handle for a base salary Get calls/texts/emails to your personal cell phone without reimbursement for it Onboarding is only watching poorly put together home made videos of the guys who work there Toxic environment - everyone is the problem to them except them "culture" is all they talk about - but talk is all they do Senior Advisor left & took ~1/3 of clients with him & rightfully so - he was working 14 hours a day - 6-7 days a week. Their business model is not sustainable - they throw something at the wall - find a well to sell it to business owners and hope it sticks.

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Dew Wealth Management Response
3y
Though I'm sorry to hear your experience at Dew was negative, I want you to know that we are listening and are open to always improving how we create an amazing culture for our advisors and employees while serving our entrepreneurs with a unique model that truly represents them. We want to constantly improve our systems and structure to ensure that our employees are setup for success. While I’m not 100% sure who left this review, I would guess that you weren’t with us for an extended time. I hope that your future professional life works out well for you. As with all of our employees and advisors, you know how to contact me directly. I would welcome the opportunity to hear more about your experience to ensure future employees have a more positive experience here. Sincerely, Jim Dew Founder & CEO

Explore other reviews about Dew Wealth Management

5.0
24 Oct 2025
Recommend
CEO approval
Business outlook

Pros

Great work/life balance. First time as an IT person where I didn't have to worry about on-call, nights, and weekends as long as I was available to respond to emergencies as needed (which were infrequent). Outside of IT, everyone has a real passion for what they do and truly encourages each other to be their best. It's not often you get a blend of hard working individuals with a more relaxed environment.

Cons

Only con I think of is sometimes leadership moves too quickly on new innovation and requires that IT rein them in to ensure proper compliance/security considerations. This was a small qualm, as leadership was open to most conversations and would see the value in slowing down and ensuring proper security alignment with the business goal.

5.0
26 Nov 2024
Recommend
CEO approval
Business outlook

Pros

• Supportive Team Environment: The team at Dew Wealth is highly collaborative, with each member bringing unique insights and expertise to the table. This diversity of thought has been instrumental in driving successful marketing campaigns. • Data First Approach: Dew Wealth places a strong emphasis on data-driven decision-making. As a marketing analyst, I have had the opportunity to leverage advanced analytics to optimize marketing strategies & enhance engagement. • Leadership and Vision: The leadership at Dew Wealth is visionary and supportive, providing clear direction while also valuing employee input. This has created an empowering atmosphere where innovation thrives.

Cons

The fast-paced nature of the marketing industry demands constant adaptation to new trends and technologies, and the business vertical is under SEC regulation. Therefore, this poses specific challenges for marketing specialists to keep in mind. All while keeping up with new changes can be challenging and requires continuous learning and adjustments to keep in compliance.

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