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


Quarterly Commentary – July 2014

The second quarter was full of surprises for global investors, as the markets had to digest disturbing geopolitical issues, the economic effects of the winter freeze and the impact of central bankers around the globe continuing their respective versions of aggressive monetary stimulus. Despite these headwinds, sentiment improved about the U.S. economy, which reverberated globally, thus clearing the way for further market advances. In fact, market volatility has been at record lows lately, which has led to new worries that investors are being too complacent. For the quarter, both U.S.

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Items of Interest

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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A Financially Sustainable Lifestyle – Part II

In our blog on Part I, we defined a financially sustainable lifestyle as one that means living in a way that does not deplete essential financial resources necessary for a comfortable and secure future. We also discussed how many families underestimate what it

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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.