Wealth Dimensions Group
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
7870 E Kemper Rd Ste 330, Cincinnati, Oh...Phone Number
(513) 554-6000Website
www.wealthdimensions.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
1
1
2
2
About Wealth Dimensions Group
Wealth Dimensions Group is a wealth management firm based in Cincinnati, Ohio, dedicated to providing clarity and confidence in financial planning. They serve clients seeking to simplify the complexities of their financial lives through a team approach that combines technical expertise and relational empathy. Established in 1986, the firm focuses on aligning clients' finances with their values and offers ongoing collaboration to adapt to evolving financial needs. Their services include comprehensive financial planning, investment management, and support for various financial concerns such as retirement, estate planning, and business succession.Explore more
Wealth Dimensions Group Org Chart
TV
Portfolio Management Associate
EL
Partner and Financial Advisor
KL
Financial Planner
DL
Advisor
SP
Financial Advisor
KC
Registered Investment Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
Wealth Dimensions Group
<$5M
11-50
Private
<$5M
1986
RF
Robert FeatherDirector, Financial Planning & Financial Advisor
Company Profile Activity
Activity Insights
Wealth Dimensions Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Wealth Dimensions Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealth Dimensions Group.
Wealth Dimensions Group financials insights
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2020
Debt
$350K
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Wealth Dimensions Group is a wealth management firm based in Cincinnati, Ohio, dedicated to providing clarity and confidence in financial planning. They serve clients seeking to simplify the complexities of their financial lives through a team approach that combines technical expertise and relational empathy. Established in 1986, the firm focuses o... Read More
