News » Items of Interest

Wealth Dimensions Welcomes Dan Vogelpohl as Principal

Wealth Dimensions
Wealth Dimensions
May 11, 2017  No Comments

Wealth Dimensions Group announced that Dan Vogelpohl has joined the firm as a principal. In this role, Vogelpohl will focus on building client relationships within the Greater Cincinnati community to bring the firm’s expertise to an expanded market. “Dan brings a wealth of experience and industry knowledge to this role, making him a key Full Article

Millennials vs. Boomers – How Wide Is the Gap?

Wealth Dimensions
Wealth Dimensions
June 17, 2015  No Comments

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 between 1946-1964, and Full Article

Taxpayer Frustration Boils Over with the IRS

Doug Loftus, CFP®
Doug Loftus, CFP®
April 22, 2015  No Comments

In a world of tax complexity, IRS letters and fraudulent returns, resolving issues with the IRS has become nearly impossible. This article from CBS highlights just how bad it has become. 8M calls unanswered as IRS cut taxpayer service. The IRS’ overloaded phone system hung up on more than 8 million taxpayers this filing season Full Article

We’ve Moved

Wealth Dimensions
Wealth Dimensions
February 4, 2015  No Comments

As of Monday, February 9th, Wealth Dimensions moved and is now located at: 7870 East Kemper Road, Suite 330 Cincinnati, OH 45249-1675 Our phone number will remain the same: 513.554.6000. Click here for directions. We hope to see you soon at our new location. Full Article

Best Financial Advisers for Doctors 2014 – Medical Economics

Wealth Dimensions
Wealth Dimensions
October 28, 2014  No Comments

Wealth Dimensions was named one of the Best Financial Advisers for Doctors by Medical Economics magazine. Wealth Dimensions is honored to be listed as one of the leading financial planning firms for 2014 that is committed to working with physicians, surgeons and other medical professionals. As part of the selection process for the Best Financial Full Article

2014 Best Financial Advisers for Dentists

Wealth Dimensions
Wealth Dimensions
August 20, 2014  No Comments

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 Full Article

Medical Economics 2013 Best Financial Advisers for Doctors Lists Wealth Dimensions

Wealth Dimensions
Wealth Dimensions
January 15, 2014  No Comments

Wealth Dimensions Group has been featured in the “2013 Best Financial Advisers for Doctors” publication of Medical Economics.  This list recognizes Wealth Dimensions as one of the best financial advisers for doctors based on their credentials and experience with physicians, surgeons and other medical professionals for the third year in a Full Article

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