Achieve What Matters Most

You deserve to work with a wealth management team that can bring clarity and confidence to your financial life – and every area of life your finances touch.

Technical Expertise
Relational Empathy
Team Approach
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NO MATTER HOW MUCH MONEY YOU HAVE,

MONEY CAN CREATE ANXIETY.

Oftentimes, we find that when people have plenty of financial resources, they can still feel like they don’t have enough. No matter how much money you have, it creates anxiety because it’s both emotionally charged and technically complex.

You Deserve Clarity & Confidence

In Your Financial Life

Technical Expertise

Our sophisticated team combines decades of experience with some of the most well-respected credentials in the industry, including designations like the CFA®, CFP®, and CDFA®.

Relational Empathy

Your personal finances are a personal matter. We help our clients experience a judgment-free, safe environment to be honest about how they feel, what they want, and what’s holding them back.

Team Approach

One person can’t manage all the complexities of your finances. Our interdisciplinary team coordinates their expertise to build and execute your comprehensive financial plan.

HOW IT WORKS

Aligning Your Finances With Your Values

Starts With a Simple Conversation

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DISCOVERY SESSION

We begin every client engagement with intentional conversations around your relationship with money, your goals for your family, and vision for the future.

DISCOVERY SESSION

We begin every client engagement with intentional conversations around your relationship with money, your goals for your family, and vision for the future.

Comprehensive Plan

With clarity on both your biggest concerns and desired future, we’ll gather the necessary data and build a comprehensive plan to help you visualize where you stand currently, your options as you move forward, and our collective next steps.

COMPREHENSIVE PLAN

With clarity on both your biggest concerns and desired future, we’ll gather the necessary data and build a comprehensive plan to help you visualize where you stand currently, your options as you move forward, and our collective next steps.

ONGOING COLLABORATION

Over time, your finances, desires, and options evolve. That’s why our work isn’t “one and done.” As your life evolves, our team will help you proactively update, evaluate, and take appropriate, intentional action.

ONGOING COLLABORATION

Over time, your finances, desires, and options evolve. That’s why our work isn’t “one and done.” As your life evolves, our team will help you proactively update, evaluate, and take appropriate, intentional action.

Hear What Our Clients Have to Say

Covington, KY
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.

Schedule A Call

Please fill out the form below and our office will get in touch to schedule a call with our team.