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Tom Curti was named 2009 Five Star Wealth Manager
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Client Appreciation Event
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KY Home Buyers Tax Credit
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What makes us different
Recognized as one of the area’s most respected wealth management firms, Wealth Dimensions Group combines extensive professional expertise and experience to provide the wisdom necessary to navigate the complex nature of investment, financial, tax, and estate planning.
Wealth Dimensions Group is the financial partner that individuals and families can trust to help them achieve what matters most.
We always act in your best interest. As a Registered Investment Advisor, it is our legal fiduciary duty to always act in your best interest. Our firm is structured to ensure that we can carry out this duty without conflicts of interest. We receive no commissions, distribution fees, bonuses, or any other form of compensation from investment sponsors. Our compensation comes from you, and our focus is entirely on you. Employees of Merrill Lynch, UBS, Smith Barney and the like cannot say this. Neither can 90 percent of the others who present themselves as financial advisors.
We take a highly personalized and holistic view of your finances. Rather than focus on the small picture of how wealth is invested, we take the time to get to know you and then focus on the big picture of how wealth fits into your life. We believe this is the right way to serve your “whole-life needs.”
We are deeply committed experts who genuinely get to know you and serve your needs. We are not fancy or flashy. We are, however, uniquely qualified to help you develop comprehensive wealth strategies for all dimensions of your life. Our firm consists of five Certified Financial Planners, a CPA, a Lawyer, and three Accredited Investment Fiduciaries. As a team, we have exceptional knowledge about investments, financial planning, accounting, taxation, and law. This knowledge and a genuine desire to understand your needs, goals, and dreams give us the ability to help you achieve what matters most – inspired wealth.
We give careful consideration to the relationship of risk and reward. Common sense tells us that risk and reward are always related. Nobel Prize-winning research has helped us understand in more precise terms which risks are compensated and which risks are not. This research, and an intimate understanding of you, become the driving forces of our investment strategy.
We do not try to time the market. This is a fruitless and costly strategy that cannot be sustained over the long term. We believe the market is efficient and tends to price stocks accurately based on all available information. Most of the market analysis (e.g., Cramer) is no more than investment pornography – it has amusement value, but should not form the basis of any serious investment strategy.
Learn the difference between a fiduciary and a stockbroker:
