Advisor at Dew Wealth Management
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Firm
Dew Wealth Management
Location
Scottsdale, AZ 85260
Credentials
CFP®, Series 65
Industry experience
4 years
Sarah Mendoza is a CFP® and holds a Series 65 license, currently serving as an advisor at Dew Wealth Management with four years of industry experience. Prior to joining Dew Wealth Management in 2021, she worked at Syntal Capital Partners and the University of Texas Permian Basin. Outside of her advisory role, she manages a counseling practice called The Sacred Line and is involved in financial wellness and financial therapy through Magnificat Management. Dew Wealth Management provides investment management, financial planning, and coordinated family office services to individuals, high net worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory programs and frequently collaborates with clients’ other professionals while managing both discretionary and non-discretionary assets.
Based on Dew Wealth Management
Based on Dew Wealth Management
Family Office Assessment: $40,000 or $25,000 (discounted); FFO Essentials: $15,000; Wealth Builder: $24,000 ($2,000/month); Wealth Accelerator: $6,000/month; Virtual Family Office: $12,000/month; Maintenance Mode: $1,000/month; Educational workshops: $2,000 fixed fee.
Fee-only: Fixed fees ranging from $1,000 to $40,000 depending on service and scope; specific program fees detailed below.
8888 E. Raintree Drive, Suite 110
Scottsdale, AZ 85260
Arizona · Texas
Dew Wealth Management
2021 - Present (5 years)
Unemployed
2020 - 2021 (1 year)
Syntal Capital Partners
2019 - 2020 (1 year)
UT Permian Basin
2015 - 2019 (4 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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