Recent News

2014 Best Financial Advisers for Dentists

Dental Practice CoverWealth Dimensions Group has been selected as one of 2014 Best Financial Advisers for Dentists by Dental Practice Report magazine in their April issue. Wealth Dimensions is proud to have been listed for the fourth consecutive year. As part of the selection process, Dental Practice Report listings reviewed candidates the ensure they met specific financial industry criteria, such as credentials, financial planning experience, educational background and being in good standing with no disciplinary action against them through the Securities and Exchange Commission and Financial Industry Regulatory Authority. Based in Blue Ash, Wealth Dimensions

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Recent Blog Articles


Wealth Dimensions Quarterly Commentary – October 2014

As the third quarter came to a close, the calm of record-setting low volatility had given way to a new round of market turbulence, with investors no longer choosing to ignore the combination of mounting geopolitical developments and the beginning of the end to the Federal Reserve’s “easy money” policies. Continued threats from Putin and the emergence of ISIS were already front page news, so the additional scare of a potential global pandemic from Ebola only made matters worse. Meanwhile, the Federal Reserve reiterated its intention to conclude asset purchases,

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Items of Interest

IRS Announces 2015 Retirement Plan Contribution Limits For 401ks And More

The IRS released 2015 retirement plan contribution limits for 401(k) and other retirement plans.  The deferral limit was raised from $17,500 to $18,000 and the 401(k) catch-up for employees age 50 or older was raised from $5,500 to $6,000.  

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Top 7 Ideas Shaping Tomorrow

After recently attending Fidelity’s Executive Forum 2014 in Orlando, I wanted to share what I found to be the top concepts presented by some of today’s prominent thought leaders and their perspectives on the dynamic world in which we live.

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Resource Center

Working During Retirement

Planning on working during retirement? If so, you're not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. Why work…

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Asset Protection in Estate Planning

You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools…

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The Wealth Dimensions Experience

Co-founders, Doug Loftus and Tom Curti, discuss Wealth Dimensions’ approach to helping their clients achieve what’s important to them and their families. Wealth Dimensions works with clients to clearly define what they want to attain and aligns their goals with the decision making process. As an independent wealth management firm, Wealth Dimensions acts in your interests and with your goals in mind. Watch the video to learn more.