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

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

Ways to engage your children in giving
Engaging your children in giving through conversations and activities can unite your family towards a common goal. It can also provide a way to instill your family values about money,... Read More
Five financial habits of highly successful doctors
Many mid-career doctors and medical specialists Wealth Dimensions works with are focused on intentionally building wealth. While they are 10 to 15 years way from retirement, they are keenly aware... Read More
Quarterly commentary: April 2018
Last year, the markets made a steady climb and volatility was at historic lows. Yet, so far in 2018, markets have reversed course as market momentum, and the euphoria from... Read More