With over 16 decades (since 1875) of thought leadership in wealth management,
we believe your wealth is more than your money.  Hence, we adopted a broader
definition of wealth, which includes your personal wealth (who you are),
financial wealth (what you have) and social wealth (how to make a difference.)


We have several divisions of 3D Wealth that are here to address your “total” wealth.


We understand the importance of being good stewards of your financial wealth,
and we take this responsibility seriously.

Have questions?
We’re here to help you.

Connect with a 3D Wealth team member.

© 2021 All Rights Reserved 3 Dimensional Wealth Advisory

3 Dimensional Wealth Advisory and Vanderbilt Financial Group are separate and unaffiliated entities
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review.
Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab
Insurance Services offered through Vanderbilt Insurance and other agencies

Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100

For additional information on services, disclosures, fees, and conflicts of interest,
please visit www.vanderbiltfg.com/disclosures