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

Recent News

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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Should You Buy or Lease Your Next Car?

If it’s time to replace your car, you’ll need to decide whether to buy or lease your next vehicle. The best option depends on several factors—your budget, driving needs, lifestyle and credit history. Start by comparing the options and identify the best options prior to

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Recent Blog Articles

Victim of Identity Theft

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, financial institutions, health care providers, schools, employers and many others. If this information falls into the wrong hands, it can put you at risk for identity theft. Security analysts suggest that virtually everyone will become a victim at some point. Simply limiting when you share your Social Security number can go a long way in

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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.