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 management firms in the Greater Cincinnati region that focuses on dentists and other healthcare professionals.
In April 2012, Dental Practice Report magazine released its annual list entitled “2012 Best Financial Advisers for Dentists.” Writer, Mark Crane, indicates that “dentists can benefit from having a financial planner prioritize your goals and rethink your risk status…securing professional financial help can increase and protect your wealth as the adviser provides an impartial ‘reality check’ for your finances.”
Wealth Dimensions Group is listed among a small group of other Ohio firms that have met the magazine’s specified criteria. Among the standards which financial firms must meet include having specialized financial planning credentials, such as Certified Financial Planner (CFP) that designates comprehensive financial planning expertise or other certifications. Firms must also be in good standing with the Security and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) and are checked against their national databases to determine that they have not been found guilty of any wrongdoing on a national level.
Managed by founding principals, Doug Loftus, CFP® and Tom Curti, CFP®, AIF®, Wealth Dimensions focuses on developing financial strategies that address the challenges of dental professionals, specifically tailored to what they want to achieve. Wealth Dimensions is honored to be included for a second year in this Dental Practice Report listing.
About Wealth Dimensions Group
Based in Blue Ash, Wealth Dimensions has proudly served their clients for more than 25 years. Wealth Dimensions focuses on helping dentists, physicians, business owners, as well as individuals and their families, in planning for a solid financial future. Our team of dedicated financial advisors works with clients to build financial strategies mapped to personal, business and family circumstances and driven by long-term goals. Our commitment is to helping our clients achieve the things that matter most by creating comprehensive and highly personalized wealth strategies for all dimensions of life.
For more information, visit the About Wealth Dimensions page.