Who We Serve
By nature, money is both emotionally charged and technically complex. No matter what position or stage of life you find yourself in, engaging an advisory firm that can bring both technical expertise and relational empathy is a must in order to achieve what matters most.
Our Clients
In order to help our clients achieve what matters most, all of our work happens within the context of a financial plan. At the center of what we do for our clients is helping to understand and clarify what they truly want, and demonstrating how they can achieve that reality, simplifying the complex at every turn, so that they can make decisions with clarity and confidence.
Corporate Executives
From managing stock options to evaluating retirement packages, our team can help you get clarity on where you stand and how you can make the most of your opportunities.
Business Owners
Whether you’re running a successful business or exploring an exit, there are endless benefits to a team of experts to help you maximize your opportunity and focus on what you do best.
Multi-Generational Wealth
Passing wealth to future generations requires intentionality, forethought, and technical expertise, but it also requires empathy and understanding of unique family dynamics.
Healthcare Professionals
Whether you own a practice or you are practicing in the hospital system, we can help you navigate critical decisions, make the most of your opportunities, and feel confident about where you stand.
Dental Professionals
If you’re running, selling or considering buying a practice, or just starting your career, we can help you evaluate your options and maximize your financial opportunities.
Retirees
Retiring with confidence requires a clear plan for maximizing and preserving your wealth. We’ll help you optimize all the moving pieces in your financial life so you can enjoy retirement.
Suddenly Single
Whether you are suddenly single because of divorce or the death of your spouse, we can help you gain clarity and control of your financial life so that you can focus on achieving what matters most to you.
Non-Profit Organizations
Your leadership team, board and investment committee can rely on our firm’s ability to understand the complexities of your organization as well as the purpose of your assets.
Rising Professionals
Building a solid financial foundation early is a key to long-term wealth-building. We’ll help you understand where and how to strategically save and invest to best set yourself up for financial success.
Hear What Our Clients Have to Say
Established in 1986
Over 30 Years of Independence
Wealth Dimensions is one of the longest standing independent investment advisory firms in Cincinnati and across the country. 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.