Our Services

Building a Financial Strategy Custom Designed to Your Needs

Wealth Dimensions works with you to build a financial strategy mapped to your personal, business and family circumstances and driven by long-term goals. As an independent entity acting in your behalf, we assess the benefits and weigh the risk factors of each investment product. We balance growth and wealth preservation to ensure your future needs will be met.

Wealth Dimensions not only offers financial planning services, but once you begin to work with us, we become your personal Chief Financial Officer. With our comprehensive view of your assets, lifestyle choices and overall goals, we offer you a broader spectrum of expertise. We are your collaborative partner to turn to for managing and preserving your wealth, allowing you and your family to enjoy the hard-earned rewards.

“Good fortune is what happens when opportunity meets planning.”
– Thomas Edison

Strategic Planning Services:

  • Personal Wealth Plan Development
  • Investment Management
  • Retirement Plan Design
  • Retirement Plan Distribution Planning
  • Income Tax Planning
  • Estate Planning and Philanthropic Planning
  • Business Entity and Structure Analysis
  • Banking Arrangement and Loan Financing Analysis
  • Medical Practice Continuity/Succession Planning
  • Insurance Analysis
  • Employee Benefits Analysis
  • Creation and Analysis of Compensation Agreements for Doctors and other Key Employees

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 info@wealthdimensions.com.

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

Wealth Dimensions is committed to helping you achieve your financial goals.

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Physician News

See what is currently happening at Wealth Dimensions.

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