Who We Serve
By nature, money is both emotionally charged and technically complex. No matter what position or stage of life you find yourself in, engaging an advisory firm that can bring both technical expertise and relational empathy is a must in order to achieve what matters most.
Our Clients
In order to help our clients achieve what matters most, all of our work happens within the context of a financial plan. At the center of what we do for our clients is helping to understand and clarify what they truly want, and demonstrating how they can achieve that reality, simplifying the complex at every turn, so that they can make decisions with clarity and confidence.
CORPORATE EXECUTIVES
From managing stock options to evaluating retirement packages, our team can help you get clarity on where you stand and how you can make the most of your opportunities.
- Retirement Planning
- Stock Option Evaluation
- Restricted Stock Unit (RSU) Evaluation
- Investment Management
- Estate Planning Considerations
- Risk Management
- Benefit Maximization
- Retirement Package Evaluation
- Pension Payout Decisions
- Charitable Planning
Business Owners
Whether you’re running a successful business or exploring an exit, there are endless benefits to a team of experts to help you maximize your opportunity and focus on what you do best.
- Business Valuation Support
- Exit & Succession Planning
- Key Man Planning
- 401(k) Management
- Tax Planning
- Estate Planning
- Investment Management
- Retirement Planning
- Charitable Planning
- Coordination with Your Legal Team
Multi-Generational Wealth
Passing wealth to future generations requires intentionality, forethought, and technical expertise, but it also requires empathy and understanding of unique family dynamics.
Our team’s Family Office services will help you gain access to unique investment opportunities and a full suite of services that ensure a thorough and thoughtful approach to your family’s financial plan.
- Family Office Services
- Investment Management
- Trust & Estate Planning
- Risk Management
- Charitable Planning
- Tax Planning
- Coordination of Your Professional Advisors
Healthcare Professionals
Whether you own a practice or you are practicing in the hospital system, we can help you navigate critical decisions, make the most of your opportunities, and feel confident about where you stand.
- Investment Management
- Contract & Benefits Review
- Risk Management
- Banking Solution Support
- Tax Planning
- Estate Planning
- Exit Planning
Dental Professionals
If you’re running, selling or considering buying a practice, or just starting your career, we can help you evaluate your options and maximize your financial opportunities.
- Investment Management
- Contract & Benefits Review
- Risk Management
- Banking Solution Support
- Tax Planning
- Estate Planning
- Exit Planning
Retirees
Retiring with confidence requires a clear plan for maximizing and preserving your wealth. We’ll help you optimize all the moving pieces in your financial life so you can enjoy retirement.
- Retirement Income Planning
- Tax Planning
- Estate Planning
- Charitable Planning
- Risk Management
- Medicare Support
- Social Security Optimization
Suddenly Single
Whether you are suddenly single because of divorce or the death of a spouse, we know this is a challenging time. You are experiencing a wide range of emotions while trying to make wise decisions. We can help you gain clarity and control in your financial life so that you can focus on achieving what matters most to you.
- Balance Sheet Development
- Asset Distribution
- Coordination with Your Legal Team
- Income Needs & Cash Flow Planning
Non-Profit Organizations
Your leadership team, board and investment committee can rely on our firm’s ability to understand the complexities of your organization as well as the purpose of your assets.
- Investment Committee Support
- Endowment Management
- 403(b) & Retirement Plan Administration
- Donor Education
Rising Professionals
As your career and your life advances, building intentional wealth becomes a significant opportunity. Ensuring that you have clarity on your goals, vision for the future, and where you stand financially sets you up to make proactive decisions around your saving, investing, and overall financial life.
- Cash Flow Planning
- Investment Management
- Risk Management
- Estate Planning Support
- Major Purchase Support
- Tax Planning
Hear What Our Clients Have to Say
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.