3 Dimensional Wealth Advisory

Radically Sane Living | Purposeful Lasting 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.


Our Position on Racial Injustice

Like so many around the world, we at 3D Wealth Advisory, have mourned the tragic deaths of George Floyd, Breonna Taylor and Ahmaud Arbery.

We recognize that this is a moment of deep hurt and anguish for millions of Black Americans. Systemic racism, discrimination and injustice against the Black community is a human rights crisis. And the hard conversations that are occurring across our nation are long overdue. It is no longer enough to not be racist; we must be visibly and vocally anti-racist.

We clearly and unequivocally stand in solidarity against racism, in all its long-standing and multi-faceted forms. We believe that Black lives do matter. And we are committed to raising awareness, educating each other and engaging in activities that eliminate racial inequality and injustice.

While there is no easy solution to the problems we have faced in this country for centuries, we have been given hope by the hundreds of thousands of peaceful protestors demanding change. We realize that we too are a part of that change. And we want to make a difference.

 As we make progress towards these goals, we will be guided by our values and we will hold ourselves accountable to the people, businesses and communities we serve. We welcome your feedback and support in this ongoing endeavor.


Your 3D Wealth Advisors and Staff



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Check the background of this financial professional on FINRA's BrokerCheck