Wealth Dimensions

Our Story

At Wealth Dimensions, we've been helping clients achieve what matters most to them for over 30 years. As one of the oldest independent investment advisory firms in the country, we've built a legacy of trust and expertise. Our founders, Tom and Doug, had a vision to create a boutique financial planning and advisory firm that would simplify the complexities in people's financial lives. Today, we're proud to continue that legacy, with a team of experienced professionals who share our commitment to putting our clients' needs first.

Our Approach

We believe that financial planning is just the beginning. Our goal is to truly understand our clients' goals, values, and aspirations, and develop personalized strategies to help them achieve success. We do this by combining our deep expertise in technical areas with a deep appreciation for the emotional and relational aspects of our clients' financial lives.

Our Services

At Wealth Dimensions, we offer a wide range of services designed to help our clients achieve their financial goals. Our services include:

Investment Management

We offer a full range of investment strategies, from conservative to aggressive, tailored to meet our clients' unique goals and risk tolerance.

Financial Planning

Our experienced team of financial planners will work closely with you to develop a comprehensive financial plan that addresses your financial goals, whether that's saving for retirement, funding education, or achieving long-term financial security.

Estate Planning

We can help you navigate the complex landscape of estate planning, including wills, trusts, and other tools to ensure the distribution of your assets according to your wishes.

Business Planning

Whether you're starting a new business or looking to grow an existing one, our team of experts can help you develop a comprehensive plan to achieve your business goals.

Retirement Planning

We can help you plan for a comfortable retirement, including strategies for maximizing your retirement income, minimizing taxes, and ensuring a secure financial future.

Ongoing Collaboration

We believe that financial planning is not a one-time event, but rather an ongoing process. That's why we commit to ongoing collaboration with our clients, regularly reviewing and updating their plans to ensure they stay on track to meet their goals.

Meet Our Team

At Wealth Dimensions, we're proud of our team of experienced professionals who are dedicated to helping our clients achieve their financial goals. Our team includes certified financial planners, chartered financial analysts, and other experts who are committed to delivering exceptional service and results.

Schedule a Call

If you're interested in learning more about how Wealth Dimensions can help you achieve your financial goals, we'd love to chat. Please don't hesitate to reach out to schedule a call with one of our team members.