Beyond a Million

Jim Dew

It’s exciting when entrepreneurs hit big financial success!

At the same time, they are left with many questions. “What are my next steps?” “Who can I ask for help?” “Am I missing out on valuable information?” They are managing millions of dollars in personal assets, and the professionals in their lives—accountants, attorneys, and investment advisors—are often inexperienced in working with high-net-worth entrepreneurs. Jim Dew has advice on protecting and maximizing wealth after big financial milestones.

In Beyond a Million, Dew, a wealth manager, shares his twenty-three years of experience helping entrepreneurs preserve their expanding wealth. He offers answers to important questions regarding taxes, risk-taking, lawsuit protection, investing, and financial team building.

In the past, a strategy called “family office” has only been accessible to the ultra-rich. Jim Dew shows elite entrepreneurs how to use these same billionaire strategies in their businesses. This is the entrepreneur’s playbook for expanding wealth, freedom and time.

Press & Praise

DAN SULLIVAN, founder of Strategic Coach

"Making things clear and simple takes work. Being complicated and confusing is much easier. Jim explains complex concepts as clearly and simply as any financial advisor I've ever met."

DAVE ASPREY, founder and CEO of Bulletproof

"Jim teaches wealth-hacking strategies in Beyond a Million (a title we brainstormed together!) to help flourishing entrepreneurs know what to do to stay wealthy. These are vital but unnatural skills for the kinds of minds that grow companies!"

SANDRA JOSEPH, author of Unmasking What Matters: 10 Life Lessons from 10 Years on Broadway

"In this must-read, Jim puts heart into wealth management as only he can."

Jim Dew

Jim Dew is the CEO of Dew Wealth Management and the creator of Functional Wealth Management™, an innovative and strategic approach designed to maximize time, money, and freedom. He has twenty-three years of experience building high-functioning wealth management teams for entrepreneurs. Jim earned a BS in mathematics from the University of Arizona and an MBA from Arizona State University. He is a Certified Financial Planner®, Chartered Financial Consultant®, and a Certified Private Wealth Advisor® and has been featured in Inc., Entrepreneur, and Huffington Post magazines.


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