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Dew Wealth Management

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Dew Wealth Management reviews

4.8

96% would recommend to a friend

(26 total reviews)
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Jim Dew

95% approve of CEO

96% positive business outlook

Dew Wealth Management has an employee rating of 4.8 out of 5 stars, based on 26 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The Dew Wealth Management employee rating is 29% above average for employers within the Financial Services industry (3.7 stars).

Reviews by job title

26 reviews
5.0
Aug 31, 2022

Great team and company!

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

-Ample opportunity to expand knowledge -Close-knit team atmosphere -Fair compensation with room for career advancement -Leadership invested in growth of employees

Cons

-Nothing but great things to say

5.0
Jul 14, 2026
Recommend
CEO approval
Business Outlook

Pros

I had a positive experience working here overall. The people were welcoming, supportive, and genuinely cared about creating a collaborative work environment. Leadership was very approachable, and I appreciated the opportunities to learn and the trust placed in employees. This role gave me valuable experience and helped me better understand my own career goals. Ultimately, I realized that financial planning as a profession wasn't the right long term fit for me, which was a personal career decision rather than a reflection of the company or team. The organization provided a professional environment with knowledgeable colleagues, and I'm grateful for the experience.

Cons

Like many roles in wealth management, the work can be detail-oriented and demanding, so it's important to have a genuine interest in financial planning and the subject matter to thrive. It is a fast paced environment and can be high stress but DEW allowed me to feel comfortable to come forward about how I was feeling regarding the role.

5.0
Oct 24, 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.

Viewing 16 - 18 of 26 Reviews

Glassdoor has 26 Dew Wealth Management reviews submitted anonymously by Dew Wealth Management employees. Read employee reviews and ratings on Glassdoor to decide if Dew Wealth Management is right for you.