Carol Dewey, Certified Wealth Planning Advisor
How to take the A place to think Survey
Care to Know Planning
About Carol
Carol Dewey
email: carol@perpetualwealthfinancial.com
tel: (386) 314-1663
web: https://perpetualwealthfinancial.com
Carol Dewey is the Founder and President of Perpetual Wealth Financial, an independent wealth planning firm specializing in advanced retirement, tax, exit, and legacy strategies for business owners, executives, medical professionals, and financially independent women.
As a Certified Exit Planning Advisor (CEPA) and Certified Tax & Business Advisor, Carol integrates investment management, tax mitigation, estate planning, and asset protection into one coordinated strategy. She serves as the “quarterback” of her clients’ advisory team—working collaboratively with CPAs and estate planning attorneys to ensure every decision supports long-term lifestyle and legacy objectives.
Carol believes fragmented financial advice is one of the greatest hidden risks to affluent families. Too often, investments, tax planning, estate design, and business strategy operate in silos—creating inefficiencies, unnecessary taxation, and unintended consequences. Her work centers on integration, clarity, and strategic alignment.
She developed the Perpetual Wealth Navigation Solution™, a proprietary four-phase planning framework guided by three core principles:
You First. Taxes Last. Side Effects Least.
This disciplined methodology helps clients maintain control, minimize avoidable taxes, protect against litigation and market volatility, and transfer wealth intentionally across generations.
A nationally recognized financial educator, Carol has been featured on NBC, ABC, CBS, FOX network affiliates, Yahoo Finance, CNN, Reuters, The Huffington Post, USA Today, and The Daytona Beach News Journal. She is also an approved advisor within the Safe Money Mindset community and frequently educates audiences on tax-efficient retirement and exit planning strategies.
Her mission is to help clients navigate the financial seas with clarity and confidence—so they can live fully today while building a legacy designed to endure.
