Recent News

2014 Best Financial Advisers for Dentists

Dental Practice CoverWealth Dimensions Group has been selected as one of 2014 Best Financial Advisers for Dentists by Dental Practice Report magazine in their April issue. Wealth Dimensions is proud to have been listed for the fourth consecutive year. As part of the selection process, Dental Practice Report listings reviewed candidates the ensure they met specific financial industry criteria, such as credentials, financial planning experience, educational background and being in good standing with no disciplinary action against them through the Securities and Exchange Commission and Financial Industry Regulatory Authority. Based in Blue Ash, Wealth Dimensions

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Recent Blog Articles

Wealth Dimensions Named Goering Award Finalist

Cincinnati Based Financial Advisory Firm Named Finalist for 2014 Goering Center Family and Private Business Awards   Wealth Dimensions Group has been selected as a 2014 Goering Center Family and Private Business finalist. The Goering Center will host an Awards Gala on Tuesday, August 26 at Cincinnati Music Hall to recognize finalists and announce winners of various business categories. This event was created by the University of Cincinnati and the Goering Center to honor the enormous contributions made by family and privately-owned companies. The applicants are evaluated by an independent

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Items of Interest

Top 7 Ideas Shaping Tomorrow

After recently attending Fidelity’s Executive Forum 2014 in Orlando, I wanted to share what I found to be the top concepts presented by some of today’s prominent thought leaders and their perspectives on the dynamic world in which we live.

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A Financially Sustainable Lifestyle – Part II

In our blog on Part I, we defined a financially sustainable lifestyle as one that means living in a way that does not deplete essential financial resources necessary for a comfortable and secure future. We also discussed how many families underestimate what it

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Resource Center

Working During Retirement

Planning on working during retirement? If so, you're not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. Why work…

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Asset Protection in Estate Planning

You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools…

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The Wealth Dimensions Experience

Co-founders, Doug Loftus and Tom Curti, discuss Wealth Dimensions’ approach to helping their clients achieve what’s important to them and their families. Wealth Dimensions works with clients to clearly define what they want to attain and aligns their goals with the decision making process. As an independent wealth management firm, Wealth Dimensions acts in your interests and with your goals in mind. Watch the video to learn more.