3 Dimensional Wealth Advisory, LLC Employee Directory

Financial ServicesNew York, United States11-50 Employees

The mission of 3 Dimensional Wealth Advisory, is to help create, perpetuate, and preserve the values and valuables of families in perpetuity. 3DWA is a "Total Wealth" management firm with a unique approach to financial planning. By redefining wealth in 3 dimensions, one must look beyond the traditional (1 dimensional) approaches to managing financial wealth, and incorporate one’s personal and social wealth. Formerly Diefendorf Capital Planning Associates, in February 2014, CEO Roey Diefendorf removed the family name from the business after 139 years. This decision was the culmination of a 7 year planning process which ultimately led to the realization that what we are working on today is much bigger than Diefendorf. Our profound incorporation of values based planning will provide a practical path for preparing heirs to create, protect and preserve their own 3 Dimensional Wealth - a practice we expect will continue to grow for the next 139 years.

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