Our Story

Wealth management is about more than money management. Financial, personal, and social wealth comprise one’s total wealth. Preserving and protecting each dimension becomes an important part of the total wealth management process. At 3 Dimensional Wealth Advisory we have a rich history in taking an all-encompassing perspective on total wealth management. The wealth management services we offer include: Asset Management, Employee Benefits, 401K, Insurance, Fee-Based Financial Planning, Multi-Generation Family Planning, Retirement Planning, Tax Planning, Trust Planning. 

Financial planning can be a complex and confusing subject for many. Our goal at 3 Dimensional Wealth is to help simplify and educate our clients to better understand their entire financial picture. We take the mystery out of investing, managing risk, retirement planning, and preserving wealth for future generations. We believe people are seeking to have an advisory team with wisdom to provide a thorough analysis of their situation. The relationship with our clients is ultimately more important than any process we employ to help preserve and grow your wealth. We strive to establish long and trusted relationships with our clients from generation to generation.