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Wealth Dimensions

Wealth Dimensions Employee Directory

Financial ServicesOhio, United States11-50 Employees

Wealth Dimensions provides comprehensive and personalized wealth management solutions for affluent individuals and families so that they have the clarity and confidence to achieve their most important life goals.

The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
When working with our firm, you can expect 

* Expertise to address the complexities in your life: We offer more than investment management. We provide our clients with the technical know-how and deep experience to address complex financial situations and simplify their lives.

* Personalized and comprehensive wealth strategies: We create a personalized financial playbook for every client that includes wealth strategies tied to the quality of life they’re seeking and the impact they want to make in the world.

* An unwavering commitment to our relationship with you: We are more than a fiduciary. We’re a boutique wealth management firm that sets an extremely high bar for the standard of care we deliver to clients. Our transparent, objective, consultative approach is intended to make you feel empowered and fully informed to make the very best decisions for your life’s journey.

We are a SEC-registered investment advisor based in Cincinnati, Ohio. While we're located in the midwest, we work with clients across the U.S.

Disclosure:
The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

Find Wealth Dimensions employees' phone numbers or email addresses

Wealth Dimensions Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Africa
2

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  • South Africa
    2

Europe
1

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  • Spain
    1

Wealth Dimensions 's Leadership

Wealth Dimensions Employee Metrics

100%
50%
0%
2024
2023
  • Finance
  • Administrative
  • Business
  • Marketing
  • Other

Contact profiles from Wealth Dimensions

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Contact Info
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Frequently Asked Questions

What is Wealth Dimensions known for?

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Wealth Dimensions was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 7870 East Kemper Road Suite 330 Cincinnati, OH 45249 US; you can contact the main corporate office by phone at . Explore Wealth Dimensions 's company overview page for more information.

What is Wealth Dimensions 's most common email format?

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Wealth Dimensions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Dimensions email formats with LeadIQ.

How many employees does Wealth Dimensions have currently?

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Wealth Dimensions has approximately 16 employees as of August 2023. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are Wealth Dimensions 's key employees and leadership?

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As of August 2023, Wealth Dimensions 's key employees include:

  • Founding Partner, Wealth Advisor And Certified Financial Planner (cfp) For Dental Professionals: D. L.
  • Partner & Portfolio Manager: M. B.
  • Certified Financial Planner™, Financial Advisor, And Director Of Financial Planning Services: E. S.
  • Financial Advisor And Senior Portfolio Manager: E. L.
  • Client Services And Office Manager: L. B.

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