At Wealth Dimensions Group, Ltd., protecting your privacy is very important to us.


Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. This notice is provided to you on behalf of Wealth Dimensions Group, Ltd.

Information We Collect: In connection with providing investment products, financial advice, or other services, we obtain non-public personal information about you, including:

Categories of Information We Disclose: We may disclose all information that we collect. Wealth Dimensions Group, Ltd. and its affiliates do not sell customer lists and will not sell your name to telemarketers.

Categories of Parties to Whom We Disclose: We will not disclose information regarding you or your account with us, except under the following circumstances:

How We Use Information: Information may be used among the companies that perform support services for us, such as data processors, technical systems consultants and programmers, or companies that help us market products and services to you for a number of purposes, such as:

Our Security Policy: We restrict access to nonpublic personal information about you to those individuals who need to know that information to provide products or services to you and perform their respective duties. We maintain physical, electronic, and procedural security measures to safeguard confidential client information.

Closed or Inactive Accounts: If you decide to close your account(s) or become an inactive customer, our Privacy Policy will continue to apply to you.

Document Retention: We follow internal retention schedules for various types of information and may dispose of certain documents after the retention period expires. All confidential information that is disposed of under this policy will be redacted, pulverized or shredded so that personal information cannot be read or reconstructed.

Complaint Notification: Please direct complaints to: Wealth Dimensions Group, Ltd., 7870 East Kemper Road, Suite 330, Cincinnati, OH 45249, (513) 554-6000.

Changes to this Privacy Policy: If we make any substantial changes in the way we use or disseminate confidential information, we will notify you. If you have any questions concerning this Privacy Policy, Please write to: Wealth Dimensions Group, Ltd., 7870 East Kemper Road, Suite 330, Cincinnati, OH 45249, (513) 554-6000.

April 2023

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