3 Dimensional Wealth Advisory
Radical Living | Purposeful Legacy
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 encompassing perspective on total wealth management. Our total wealth management services we offer include: Asset Management, Employee Benefits, Fee-Based Financial Planning, 401k, Insurance, Multi-Generational Family Wealth Counseling, Retirement Planning, Tax Planning, Trust Planning, and 3 Dimensional Wealth Planning.
Since many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding opportunities. They also take unnecessary risks and fail to adequately protect their assets.That is where 3 Dimnensional Wealth Advisory can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. With the advent of the World Wide Web, information can now easily be attained. However, we believe that information is not enough. Knowledge is not enough. We believe that people are seeking to have an advisory team with wisdom. While we employ all of the sophisticated systems to provide a thorough analysis of your situation, our relationship with you, the client, is more important than any process we employ to help preserve and grow your wealth. We hope to establish long and trusted relationships with our clients on to the next generation.
The information on products and services presented on this Website are offered to individuals residing in jurisdictions where 3 Dimensional Wealth Advisory, and its registered representatives are securities registered and insurance licensed and appointed or found to be exempt from such requirements. Currently these products and services are available to residents of: Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Vermont, Virginia and Washington. Information contained on this site is not intended to constitute an advertisement, solicitation, or offer for sale in any jurisdiction outside the United States of America where such use would be prohibited or otherwise regulated.
Any material included in this Website are not intended to serve as legal, tax, accounting or other professional advice. You should consult with an attorney, accountant, or other professional advisors experienced in the areas discusses or addressed by these materials before taking any action.