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Effective wealth management extends beyond investments. To maximize wealth, Jim Dew explains in this 2-minute video that your "financial wealth wheel" must be appropriately inflated (with the right people in the right roles) and securely interwoven (in close strategic communication).

Neglecting this truth results in a "financial flat tire" that costs our typical customer $150,000 to $1,700,000 annually until we fix it.

Sound hyperbolic? Use our "Wealth Waste Calculator" to estimate how much money you may be leaving on the table without realizing it.

Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, tax bracket, current insurance policy terms and insurance needs, and overall objectives. Neither the scope nor nature of the firm’s services should be construed as guarantees of a particular outcome. Clients are free to accept or reject any recommendations provided by the firm and may choose to implement accepted recommendations with the professional(s) of the client’s choosing. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Dew Wealth Management, LLC (“Dew Wealth”) is neither a law firm nor an accounting firm and does not provide legal or tax advice. Website visitors and clients should consult an attorney or tax professional regarding their specific legal or tax situation. Dew Wealth is not an insurance agency, but certain Dew Wealth representatives maintain insurance licenses in their individual capacities to allow for consultation on insurance needs and products. Neither Dew Wealth nor any individual insurance agent associated with Dew Wealth receives commission-based compensation for insurance sales. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.