There are firms that grow by acquisition. There are firms that sell. And then there are firms like Wealth Dimensions, which grow by developing talent from within, earning trust one family at a time, and making a deliberate decision to stay independent for the long haul.
That’s the story behind the announcement we’re proud to share today.
We have expanded our partnership team, and the names on this list are not new faces. They are the people who have been doing the work alongside our founders, Tom Curti and Doug Loftus, for years. They are the advisors who already know your children’s names, understand the complexity of your financial picture, and show up when it matters most.
Our partnership group now includes Dan Vogelpohl, CFP® CDFA®, whose decade-long tenure with the firm has made him central to our planning and business development work. In 2024, Eric Loftus, CFP® and Matt Bolser were elevated to equity partnership, recognizing their leadership roles in growing and operating the firm. And we are proud to welcome the newest class of partners: Erik Smith, CFP®, Sean Paddock, CFP®, Tom Schiller, CPA CFP®, and Robert Feather CFP®, Director of Financial Planning.
What this means for you as a client, or for families just learning about us, is simple. Wealth Dimensions is not a firm in transition. It is a firm that has planned ahead. The advisors who will serve your family’s next generation are already here, already invested in this community, and already partners in every sense of the word.
We coordinate directly with your attorneys, CPAs, and insurance professionals. We bring together the right expertise under one roof so nothing falls through the cracks. And now, that team is deeper than ever.
We are grateful for 40 years in Cincinnati. And we are just getting started.
Learn more about our expanded leadership team on our Team page.