WEALTH DIMENSIONS FAMILY OFFICE, INC

Overview

Wealth Dimensions Family Office, Inc. is an independent registered investment advisor that focuses on providing financial planning and portfolio management services primarily for individuals and families. Established in 2015, the firm operates as a corporation and is owned by an individual. Wealth Dimensions is recognized as a capital allocator, which indicates its role in directing investments to various asset managers. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in how clients are billed for services rendered. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser. Wealth Dimensions Family Office, Inc. is not newly formed and does not serve as a pension consultant. Their advisory activities encompass financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, demonstrating a comprehensive approach to wealth management.

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Location & Offices