Advisor at Dew Wealth Management
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Firm
Dew Wealth Management
Location
Ocean Springs, MS
Credentials
Series 63, Series 65
Industry experience
2 years
Steven Cosentini is a financial advisor at Dew Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Magnolia Capital, LPL Financial, and Primerica. Outside of his advisory role, he serves on the Board of Directors for the Blossman Family YMCA, a nonprofit community center in Ocean Springs, MS. 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 operates both discretionary and non-discretionary management strategies, often coordinating with clients’ other professionals.
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.
Ocean Springs, MS
Mississippi
Dew Wealth Management
2025 - Present (1 year)
Magnolia Capital
2023 - 2025 (2 years)
LPL Financial
2023 - 2023 (1 year)
Primerica Advisors
2023 - 2023 (1 year)
Primerica Financial Services
2022 - 2023 (1 year)
Federal Aviation Administration
2018 - 2023 (5 years)
Federal Aviation Administration
2016 - 2018 (2 years)
Unemployed
2015 - 2016 (1 year)
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Is active or affiliated with:
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Is not active or affiliated with:
Broker-dealer / trader
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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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