Wealth Dimensions Family Office, Inc

Overview

Wealth Dimensions Family Office, Inc. is an independent, corporation-structured registered investment adviser that works primarily with individual and family clients. The firm is registered with the SEC (registered 2015) and positions itself as a capital allocator that combines financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagement options. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives