Wealth Dimensions Group has been designated as one of 2013 Best Financial Advisers for Dentists by Dental Practice Report magazine in their April issue. Wealth Dimensions is proud to have been listed for the third consecutive year.
As part of the selection process, Dental Practice Report reviewed candidates to ensure they met specific industry criteria, such as financial knowledge, extensive experience, and being in good standing with no disciplinary action against them through the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA).
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. We help dentists and their families move from managing their finances by default, to working with a plan in mind every step of the way.
Based in Cincinnati, 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.