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

Quarterly Commentary: October 2018
October 23, 2018
U.S. economic growth and stock market performance for the third quarter of 2018 was more or less a continuation of the previous quarter. Strong corporate earnings helped U.S. stocks move... Read More
Do you have the right long-term disability insurance policy in place?
September 4, 2018
As part of our Intentional Wealth financial planning process, Wealth Dimensions conducts an in-depth review of each client’s insurance needs as well as the adequacy and costs of existing policies... Read More
Quarterly Commentary: July 2018
August 2, 2018
In the second quarter, we expected the economy to continue to move forward, albeit with some headwinds from the Fed’s effort to normalize rates and the general political climate. While this... Read More