When working with us, you can expect

Expertise to address the complexities in your life.

We offer more than investment management. We provide our clients with the technical know-how and deep experience to address complex financial situations and simplify their lives. Meet our team

Personalized and comprehensive wealth strategies.

We create a personalized financial playbook for every client that includes wealth strategies tied to the quality of life they’re seeking and the impact they want to make in the world. Learn about how we work with clients

Cincinnati fee-only wealth management firm

An unwavering commitment to you.

We are more than a fiduciary. We’re a boutique wealth management firm that sets an extremely high bar for the standard of care we deliver to clients. Our transparent, objective, consultative approach is intended to make you feel empowered and fully informed to make the very best decisions for your life’s journey. Read our firm story

Insights

We are hiring: Client Services Associate
Wealth Dimensions is hiring a client services associate to ensure the delivery of an extraordinary experience for our growing client base. Expertise required A minimum of three years of experience working... Read More
Quarterly Commentary: Q3 2019
In the third quarter, the US economy remained on track despite ongoing weakness in manufacturing and uncertainty surrounding US-China trade negotiations. Healthy job creation, rising wages, and positive consumer sentiment... Read More
Reminder: Medicare Open Enrollment for 2020
We would like to remind you that from October 15, 2019, through December 7, 2019, current Medicare beneficiaries can make changes to their existing Medicare Part D coverage for the... Read More