Independent Wealth Management. Cincinnati, Since 1986.
Comprehensive Wealth Management for Individuals & Families in Cincinnati, OH
Wealth Dimensions Group is a financial planning firm in Cincinnati, OH, helping affluent
families, business owners, and executives pursue the financial confidence and freedom
they’ve worked hard to build through comprehensive, planning-first wealth management
designed around each dimension of your financial life.
$2B
Assets Managed
40+ yrs
Independent
20+
Team Members
Fiduciary
Standard of Care
The Wealth Dimensions Experience
Hear from clients who describe working with us as genuinely different.
Our clients consistently describe working with Wealth Dimensions as a
genuinely different and deeply helpful experience. Hear directly from them
about the clarity, confidence, and personalized guidance they receive from
our team every step of the way.
Testimonial
The team at Wealth Dimensions showed us what our
financial portfolio looked like and made sure we
understood every bit of it.
No compensation is received in exchange for testimonials. There are no known conflicts of interest.
Who we serve
Financial Planning Strategies For Families, Business Owners, And Executives.
Every financial journey is shaped by unique circumstances, goals, and relationships.
Wealth Dimensions Group provides experienced, personalized guidance for each
stage of your financial life. Whether you are a family steward building a
legacy, a business owner approaching a significant transition, or an
executive managing equity-based compensation, we deliver coordinated financial
planning designed around your complete picture.
Family Stewards
Families building financial security and legacy on their terms.
Family-Office Households
Ultra-high-net-worth families needing family-office-level coordination across investments, tax, and legacy planning.
Next-Gen Decision-Makers
Heirs and rising leaders stepping into responsibility for family wealth.
Executives with Equity Comp
RSUs, stock options, deferred compensation, and 10b5-1 plans.
Physicians & High-Income Professionals
Complex compensation structures, high tax exposure, and limited planning time.
Attorneys, Partners & Consultants
K-1 income, partnership distributions, and complex, variable compensation.
Business Owners in Transition
Succession, exit strategy, valuation, and post-sale wealth planning.
Navigating Divorce
CDFA support and settlement modeling for the non-financial spouse.
Sudden Wealth & Liquidity Events
Inheritance, a business sale, or an equity windfall requiring a new financial plan.
Our services
An Integrated Approach To Wealth Management And Financial Planning.
Wealth Dimensions Group delivers comprehensive financial planning built around the real complexities our
clients face, not a generic checklist, but a coordinated strategy designed for where you are and where you are
headed.
Lifestyle Planning
Cash flow-based planning that aligns your finances with the life you want to live, today and decades from now.
Retirement Planning
Income strategy, distribution planning, and Social Security optimization, so retirement is something you arrive at with clarity.
Tax Planning
Coordinated tax strategy across investments, equity compensation, and major life events, working alongside your CPA.
Estate Planning
Tax-efficient wealth transfer and legacy coordination, making it possible to pass on what you have built, on your terms.
Investment Management
Portfolio strategy aligned with your goals, time horizon, and risk profile, built and rebalanced with discipline rather than emotion.
Risk Mitigation
Insurance analysis and protection strategy, designed to quietly remove the risks that can undo decades of careful planning.
Financial Planning Through Divorce
Specialized financial analysis, settlement modeling, and post-divorce planning support, including guidance for those facing complex financial decisions for the first time.
Ready to Get Started?
Take the next step toward financial clarity and confidence with a team that puts your goals and best interests first.
Our process
A Discovery-Driven Planning Process That Starts With You.
At Wealth Dimensions Group, the financial plan is not a sales tool; it is a framework
for thoughtful, ongoing decision-making. A living document you can act on, one that
evolves alongside you.
1
Discovery Session
An in-depth discovery conversation designed to
understand your goals, values, family dynamics, and complete financial picture.
Listening first, recommending second
2
Comprehensive Plan
A coordinated financial plan built around your personal situation using cash flow-based planning rather than generalized projections.
Investments, tax, estate, and risk in one picture
3
Ongoing Collaboration
An empowering planning partner through each significant decision that follows, supported by a dynamic strategy that evolves alongside your life, goals, and circumstances.
A living plan that evolves with you
About Wealth Dimensions
You Deserve Clarity And Confidence In Your Financial Life.
Wealth Dimensions Group was founded in 1986 by Tom Curti, CFP®, and Doug Loftus, CFP®, as one of Cincinnati’s longest-standing independent investment advisory firms. With approximately $2 billion in assets under management and a 20+ person team, the firm has grown into a comprehensive wealth advisory practice that combines the depth of a family office with the personal attention of a boutique firm.
Meet our partners Tom, Doug & Dan
Technical Expertise
Our team combines decades of
experience with some of the most well-respected
credentials in the industry, including designations
like the CFP® and CDFA®.
Relational Empathy
Your personal finances are a personal matter. We
help our clients experience a judgment-free, safe
environment to be honest about how they feel,
what they want, and what is holding them back.
Team Approach
One person cannot manage all the complexities
of your finances. Our interdisciplinary team
coordinates their expertise to build and execute
your comprehensive financial plan.
Free E-Guide – the family stewards legacy playbook
Passing Down Wealth And Values.
You’ve built something worth protecting. This guide covers the conversations, documents, and decisions that make sure your intentions actually carry forward.
- A clear framework for the conversations most families avoid
- A legacy scorecard for where your plan stands today
- Honest next steps - no jargon, no complicated strategies
Insights
Financial Insights To Guide Your Planning.
Our advisors regularly share timely perspectives on wealth management, retirement
planning, tax strategy, estate planning, and more. These resources are designed to
help you make informed, confident decisions at every stage of your unique financial
life.
- Blog, Financial Planning, Investments
- Indigo Marketing
testimonials
What Our Clients Have To Say.
No compensation is received in exchange for testimonials. There are no known conflicts of interest.
A Financial Strategy That Evolves With Your Life
Choosing a dependable financial partner is one of the most meaningful
decisions you can make for your future. Whether you’re navigating an executive
transition, planning a business exit, managing a complex estate, or facing a
major financial decision for the first time, we’re here to help you think it through
with clarity and confidence. We invite you to begin the conversation. Schedule a
meeting today and take the first step toward a more intentional financial life.
