Investment Planning

At 3 Dimensional Wealth, your portfolio is developed in partnership with you. We work with you to develop a thorough understanding of your financial plan, risk tolerance, and overall investment experience before making any investment recommendations. After our recommendations are reviewed, we make sure that you have a full understanding of how we are investing your money and why we recommend those investment strategies. As market conditions and the portfolio change, so do our investment recommendations. Our investment team is constantly reviewing all types of investment vehicles to identify those that are most appropriate for you. Rebalancing is done strategically to take advantage of changes in market conditions, stock prices, and your specific tax situation. Our ultimate goal is a well, diversified portfolio that will help you obtain your long term or short term investment objectives.

As Registered Investment Advisors, at 3 Dimensional Wealth Advisory, we can offer a diversified choice of investment alternatives, including:

• A variety of over 5,000 Mutual Funds, 2,000 Exchange Traded Funds (ETFs) 
• A variety of Structured Products including Buffered Notes to meet our client’s investment objectives