About us
Can your advisor
pass the wealth
Dimensions Challenge?
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Wealth Dimensions Selected as one of the “2011 Best Financial Advisers for Dentists” in Dental Practice Report
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Wealth Dimensions Attends FI360 National Conference on Fiduciary Standards
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Doug Loftus named Five Star Wealth Manager
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About Us
Founded in 1986 by Tom Curti and Doug Loftus, Wealth Dimensions Group is one of Cincinnati’s oldest fee-based registered investment advisors. Chris Oberholzer joined the firm in 1992 and assumed the position as managing member in 2010. Mike McCaw joined the firm as a principal in 2007.
Guided by both a legal duty and, more importantly, a deep conviction to always act in the client’s best interest, the firm has quietly grown into one of the leading wealth advisors in the Greater Cincinnati/Northern Kentucky Area.
With five Certified Financial Planners, two Certified Public Accountants, and an attorney, we possess extensive knowledge in the areas of investment, tax, accounting, and law. This knowledge, along with our commitment to helping our clients achieve the things that matter most, allows us to create comprehensive and highly personalized wealth strategies for all dimensions of life.
