• Dentists

    Strategic Financial Planning

Strategic Financial Planning for Dentists

As a dental professional, you balance the daily responsibilities of caring for the oral health of your patients with running and managing a business. You’ve built a successful practice—keeping your patients and staff satisfied, controlling expenses, managing collections and finding new patients. This success has enabled you to accumulate wealth and create a comfortable lifestyle.

Wealth Dimensions understands the complexities of the dental profession. We work with dentists and other dental specialists to help you gain more control and security. We are experienced in meeting the unique needs of dentists and their families by developing customized plans that enable them to better manage both their practice and their personal finances.

Our advisors walk you through our Dimensions of Wealth process to define your goals, assess where you stand today and identify the actions necessary to achieve your goals. Many times we become a resource for you as you make those complex, daily decisions. We use our extensive knowledge about investments, taxes, accounting, estate and charitable issues to develop strategies that translate into personal and professional financial success. Our comprehensive financial strategy is crafted to enable dentists to accumulate, preserve and benefit from the wealth that an extensive education and hard work can provide.

We invite you learn more about how we can help you grow, manage and protect your assets by contacting us at 513-554-6000, or email us at

Visit our Resource Center for dental professionals to explore articles, interactive tools and links about the latest market developments, investment strategies, dental practice management tips and other financial planning topics.

Our Services

Building a financial strategy custom designed to your needs.

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Our Process

Achieving what matters most; it starts with a process.

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Resource Center

Articles, videos and tools to help you achieve your financial goals.

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See what is currently happening at Wealth Dimensions.

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