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
About Wealth Dimensions Group
Wealth Dimensions Group is a fiduciary wealth management and financial planning firm based in Cincinnati, Ohio, serving affluent families, business owners, and executives nationwide. Established in 1986, the firm offers a comprehensive range of services including investment management, retirement planning, tax planning, and estate planning, tailored to the unique financial situations of their clients. With approximately $2 billion in assets under management and a team of over 20 professionals, they emphasize a personalized, planning-first approach to wealth management. Their goal is to provide clarity and confidence in financial decision-making, ensuring clients can navigate complex financial landscapes effectively.Explore more
Wealth Dimensions Group Org Chart
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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
Wealth Dimensions Group Tech Stack
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Wealth Dimensions Group is a fiduciary wealth management and financial planning firm based in Cincinnati, Ohio, serving affluent families, business owners, and executives nationwide. Established in 1986, the firm offers a comprehensive range of services including investment management, retirement planning, tax planning, and estate planning, tailore... Read More
