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2012 Best Financial Advisers for Dentists

Wealth Dimensions
Wealth Dimensions
May 4, 2013  No Comments

Wealth Dimensions Listed in the 2012 Best Financial Advisers for Dentists in Dental Practice Report Wealth Dimensions Group, Ltd has been named to the list of Best Financial Advisors for dentists by Dental Practice Report magazine, a leading product magazine within the dental industry. Wealth Dimensions is one of the leading independent wealth Full Article

Bank Fox in the Consumer Hen House

Doug Loftus
Doug Loftus
April 3, 2013  No Comments

Yesterday, I received amended account agreements from PNC Bank and thought I would take a moment to read through them. This notice appeared benign at 4 pages compared to the average bank account agreement that runs 69 pages. The document informed me that unless I notify PNC otherwise, the account agreement changes to include mandatory Full Article

2012 Best Financial Advisers for Doctors

Wealth Dimensions
Wealth Dimensions
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Wealth Dimensions Group has been named by the national magazine, Medical Economics, as one of the “Best Financial Advisers for Doctors” in 2012. This list recognizes Wealth Dimensions credentials and experience with physicians, surgeons and other medical professionals. The selection process for Medical Economics was based on several Full Article

Wealth Dimensions Selected for 2011 Five Star Wealth Managers Award

Wealth Dimensions
Wealth Dimensions
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Wealth Dimensions Listed in Cincinnati Magazine’s 2011 Five Star Wealth Managers Award Edition The partners at Wealth Dimensions Group have been selected for the Five Star Wealth Managers for 2012 as part of Cincinnati Magazine’s annual listing. Wealth Dimensions Group is a multi-year winner of this award. The 2011 Five Star Wealth Managers Full Article

Fiscal Cliff Act Summary

Wealth Dimensions
Wealth Dimensions
January 10, 2013  No Comments

Test of the new blog Journal of Accountancy Full Article

2012 Five Star Wealth Managers Award

Wealth Dimensions
Wealth Dimensions
December 19, 2012  No Comments

Wealth Dimensions Listed in Cincinnati Magazine’s 2012 Five Star Wealth Managers Award Edition The partners at Wealth Dimensions Group have been selected for the Five Star Wealth Managers for 2012 as part of Cincinnati Magazine’s annual listing. Co-founders, Tom Curti and Doug Loftus, as well as partner, Chris Oberholzer, have qualified for Full Article

New Feature: Customized Newsletter

admin
admin
October 6, 2011  No Comments

When you sign up for our custom newsletter, you select the topics that fit with your lifestyle, life stage and interests. This new feature enables you to receive periodic email updates with quick links to the latest educational materials– educational articles, videos and tools–in the areas that you selected. This newsletter Full Article

Browse our Resource Centers

admin
admin
October 4, 2011  No Comments

At Wealth Dimensions, we have sorted through the clutter and compiled articles and other educational resources to enable you to learn about the areas of interest to you and your family. Our Resource Centers contain materials that answer many of the questions that we hear on a daily basis.  We have selected articles, videos and other Full Article

2011 Best Financial Advisers for Dentists

admin
admin
June 19, 2011  No Comments

Wealth Dimensions Selected as one of the “2011 Best Financial Advisers for Dentists” in Dental Practice Report Cincinnati, Ohio July 12, 2011—Wealth Dimensions Group, Ltd is pleased to announce that Dental Practice Report magazine selected the Company as one of the “2011 Best Financial Advisers for Dentists.” Wealth Dimensions is a Full Article

FI360 National Conference

admin
admin
May 9, 2011  No Comments

Wealth Dimensions Attends FI360 National Conference on Fiduciary Standards Contact information: Tom Curti 513-554-6000 tcurti@wealthdimensions.com Cincinnati, OH May 9, 2011 The future of how investors receive advice was the dominant theme at this year’s annual fi360 Conference in San Antonio. Tom Curti, founding principal and an Accredited Full Article