The Wealth Dimensions story

More than 30 years ago, we had a vision to establish a boutique financial planning and financial advisory firm with one singular focus: to help clients achieve what matters most to them by simplifying the complexities in their financial lives.

To realize our mission, we built an organization that

  • Offers deep expertise to address a myriad of financial issues and decisions high-net-worth clients face
  • Provides personalized and comprehensive wealth management strategies and solutions
  • Delivers an exceptional experience that includes genuine client care and an unwavering commitment to always acting in their best interest

We also have a deep bench to support our firm’s multi-generational relationships with clients.

Over the years, we’ve built a loyal base of high-net-worth clients. Many are medical and dental professionals, corporate executives, business owners, and women embarking on a transitional phase in their lives. We’ve found that these individuals place a high value on our personalized and comprehensive approach to managing their wealth.

Foundations and endowments also rely on us as a trusted partner in furthering their missions.

 

Deep client relationships and a personalized approach set us apart

The depth of our relationships with clients and our approach to working with them differentiate us from other wealth managers. Our unwavering commitment to help clients clarify and articulate their goals, values, and priorities, combined with our technical expertise, lays a foundation for deep and long-lasting relationships.

As a SEC registered investment advisor, we provide investment and financial planning services on a fee basis, eliminating the commissions and product-based compensation that can create conflicts of interest for many financial advisors. This fiduciary approach fosters objectivity and transparency in our relationship with you. Our advice is based solely on your unique circumstances and needs, helping you see where you are today and designing a clear path to take you where you want to be in the future.

We look forward to building a lasting relationship with you and your family.

 


Tom Curti, CFP®, AIF®
Co-founder and managing member

Doug Loftus , CFP®, AIF®
Co-founder and managing member