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.

Covington, KY
To Realize Our Mission,

We Built a Team That:

  • Offers deep expertise to address a myriad of financial issues and decisions high-net-worth clients face.
  • Relies on a deep bench of talent to support rising star clients and our firm’s multi-generational relationships with clients.
  • Provides personalized and comprehensive wealth management strategies and solutions.
  • Delivers an exceptional experience that includes genuine client care and an unwavering commitment to always acting in their best interest.
Tom Curti, CFP®
Doug Loftus, CFP®
Dan Vogelpohl, CFP®, CDFA®
Michael McCaw, J.D.
Thomas M. Cooney, CPA, CFP®, CFF®
Eric Loftus, CFP®
Tom Schiller Jr., CPA, CFP®
Erik Smith, CFP®
Sean Paddock, CFP®
Megan Bosco, CFA®, CFP®
Matt Bolser
Isla Carey
Kimberley Reutelshofer
Patrick Hayes, J.D.
Robert Feather CFP®, ChFC®
Tyler Vogelpohl
Lisa Bruewer
Kathleen Mortonstrauss
Julie Ring
Michelle Roth
Bethany Satchell

Schedule A Call

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