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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

2013 Best Financial Advisers for Dentists

Wealth Dimensions
Wealth Dimensions
May 23, 2013  No Comments

Wealth Dimensions Group has been designated as one of 2013 Best Financial Advisers for Dentists by Dental Practice Report magazine in their April issue. Wealth Dimensions is proud to have been listed for the third consecutive year. As part of the selection process, Dental Practice Report reviewed candidates to ensure they met specific industry 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

2012 Best Financial Advisers for Doctors

Wealth Dimensions
Wealth Dimensions
April 3, 2013  No Comments

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 criteria. This Full Article

Wealth Dimensions Selected for 2011 Five Star Wealth Managers Award

Wealth Dimensions
Wealth Dimensions
  No Comments

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

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

2011 Best Financial Advisers for Dentists

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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

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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

Doug Loftus named Five Star Wealth Manager

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atomic
October 4, 2010  No Comments

Cincinnati Magazine and Crescendo Business Services have named Doug Loftus as one of Cincinnati’s Five Star Wealth Managers. The selection was based on the results of a survey of high-net-worth households in the Cincinnati area who recommended Mr. Loftus of Wealth Dimensions Group for this honored recognition. Respondents were asked to Full Article

529 Education Savings Accounts

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November 17, 2009  No Comments

Under the American Recovery and Reinvestment Act of 2009, qualified tuition programs (QTPs) also called 529 plans, had the list of Section 529 qualified higher education expenses expanded to include expenses incurred or paid in 2009 or 2010 for the purchase of any computer equipment, technology, internet access and related services to be used by Full Article