Wealth Dimensions Group Celebrates 30 Years of Service (1986-2016)

Recent News

Saving Dollars Now Can Change Your Future

It’s easy to fall into the habit of spending a few extra dollars here and there without really thinking about it. With small amounts, we often believe that it’s not really going to make a huge difference in our budget or saving toward our financial

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Protect Yourself from Identity Theft

Almost daily, we hear about a major data breach, computer virus, phone scam or other form of identity theft. Plus, it‘s almost impossible to do business and not expose personally identifying information—names, addresses, Social Security numbers, credit card numbers or other account numbers—with stores, restaurants,

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Recent Blog Articles

Saving money dollars

Saving Dollars Now Can Change Your Future

It’s easy to fall into the habit of spending a few extra dollars here and there without really thinking about it. With small amounts, we often believe that it’s not really going to make a huge difference in our budget or saving toward our financial plan. Of course, we continue to spend a little more here and a little more there. But, what is often missed is how spending this money today will impact how you will live in the future. Recognizing the potential value of every dollar is a vital step toward achieving financial prosperity. The Importance of Time

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Items of Interest

One of the Best Financial Advisers for Doctors 2015

Wealth Dimensions Group has been named to the Medical Economics list of Best Financial Advisers for Doctors for 2015.  The team at Wealth Dimensions is honored to qualify as one of the leading financial planning firms for physicians. Wealth Dimensions

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Millennials vs. Boomers – How Wide Is the Gap?

Texting versus email (or even snail mail). Angry Birds versus Monopoly. “The Theory of Everything” versus “The Sound of Music.” “Dancing with the Stars” versus “American Bandstand.” It’s no secret that there are a lot of differences between baby boomers, born

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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.