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Wealth Dimensions

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Wealth Dimensions

This profile should not be considered as a solicitation for services.

Wealth Dimensions provides comprehensive and personalized wealth management solutions for affluent individuals and families so that they have the clarity and confidence to achieve their most important life goals. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product.

09/02/2026

September has a way of arriving quickly. The kids are back in school, summer is officially behind us, and the last quarter of the year is closer than it feels.

For a lot of families, fall is when the most important financial decisions of the year actually get made. Tax moves, year-end gifting, retirement contributions, equity comp planning. The ones that benefit most from starting early rather than rushing in December.

This month we are focusing on what is worth your attention before the year closes out.

Learn more about how we work: https://www.wealthdimensions.com/our-process/

Wealth Dimensions Group, LTD, is an SEC registered investment advisor. Please visit https://adviserinfo.sec.gov/firm/summary/107618 for more information.

08/31/2026

Summer is wrapping up. Before September hits full speed, it is worth a quick look at where things stand.

𝗔 𝗳𝗲𝘄 𝘁𝗵𝗶𝗻𝗴𝘀 𝘁𝗵𝗮𝘁 𝘁𝗲𝗻𝗱 𝘁𝗼 𝗯𝗲 𝘄𝗼𝗿𝘁𝗵 𝗮 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝗯𝗲𝗳𝗼𝗿𝗲 𝗳𝗮𝗹𝗹:
• Year-end tax moves that benefit from being started now rather than later
• Equity compensation vesting before December
• An estate or legacy review that has been on the list
• A retirement or transition conversation you have been circling around

No rush. Just a good time to make sure nothing is getting left behind.https://go.wealthdimensions.com/consult-with-wealth-dimensions

𝘞𝘦𝘢𝘭𝘵𝘩 𝘋𝘪𝘮𝘦𝘯𝘴𝘪𝘰𝘯𝘴 𝘎𝘳𝘰𝘶𝘱, 𝘓𝘛𝘋, 𝘪𝘴 𝘢𝘯 𝘚𝘌𝘊 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘷𝘪𝘴𝘪𝘵 𝘩𝘵𝘵𝘱𝘴://𝘢𝘥𝘷𝘪𝘴𝘦𝘳𝘪𝘯𝘧𝘰.𝘴𝘦𝘤.𝘨𝘰𝘷/𝘧𝘪𝘳𝘮/𝘴𝘶𝘮𝘮𝘢𝘳𝘺/𝟣𝟢𝟩𝟨𝟣𝟪 𝘧𝘰𝘳 𝘮𝘰𝘳𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯.

08/28/2026

If you are the person in your family who thinks about the what-ifs, tracks the accounts, and wants to make sure the plan actually works when it needs to, The Family Steward's Legacy Playbook was written with you in mind.

It is a clear, practical framework for organizing your legacy, thinking through wealth transfer, and closing the gaps in your estate plan before they become problems.

Free to download: https://go.wealthdimensions.com/family-steward-eguide

𝘞𝘦𝘢𝘭𝘵𝘩 𝘋𝘪𝘮𝘦𝘯𝘴𝘪𝘰𝘯𝘴 𝘎𝘳𝘰𝘶𝘱, 𝘓𝘛𝘋, 𝘪𝘴 𝘢𝘯 𝘚𝘌𝘊 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘷𝘪𝘴𝘪𝘵 𝘩𝘵𝘵𝘱𝘴://𝘢𝘥𝘷𝘪𝘴𝘦𝘳𝘪𝘯𝘧𝘰.𝘴𝘦𝘤.𝘨𝘰𝘷/𝘧𝘪𝘳𝘮/𝘴𝘶𝘮𝘮𝘢𝘳𝘺/𝟣𝟢𝟩𝟨𝟣𝟪 𝘧𝘰𝘳 𝘮𝘰𝘳𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯.

08/26/2026

A financial plan is not something you finish. It is something you maintain.

Life changes. Tax laws change. Goals shift. The plan that made perfect sense three years ago may have some gaps today, not because anything went wrong, but because good planning is an ongoing conversation rather than a one-time event.

If it has been a while since you had that conversation: https://go.wealthdimensions.com/consult-with-wealth-dimensions

𝘞𝘦𝘢𝘭𝘵𝘩 𝘋𝘪𝘮𝘦𝘯𝘴𝘪𝘰𝘯𝘴 𝘎𝘳𝘰𝘶𝘱, 𝘓𝘛𝘋, 𝘪𝘴 𝘢𝘯 𝘚𝘌𝘊 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘷𝘪𝘴𝘪𝘵 𝘩𝘵𝘵𝘱𝘴://𝘢𝘥𝘷𝘪𝘴𝘦𝘳𝘪𝘯𝘧𝘰.𝘴𝘦𝘤.𝘨𝘰𝘷/𝘧𝘪𝘳𝘮/𝘴𝘶𝘮𝘮𝘢𝘳𝘺/𝟣𝟢𝟩𝟨𝟣𝟪 𝘧𝘰𝘳 𝘮𝘰𝘳𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯.

08/24/2026

If part of your compensation comes in the form of RSUs, stock options, or a deferred comp plan, August is a reasonable time to think about what is vesting before year end and whether you have a strategy in place.

𝗔 𝗳𝗲𝘄 𝘁𝗵𝗶𝗻𝗴𝘀 𝘄𝗼𝗿𝘁𝗵 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗮𝘁 𝗻𝗼𝘄 𝗿𝗮𝘁𝗵𝗲𝗿 𝘁𝗵𝗮𝗻 𝗶𝗻 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿:
1. What is vesting in the next four to six months and what are the tax implications?
2. Is your hold or sell decision connected to your broader financial plan?
3. How concentrated is your net worth in your employer's stock?

If you would like help thinking through your options: https://go.wealthdimensions.com/consult-with-wealth-dimensions

For informational purposes only. Not a recommendation of any particular security or strategy.

𝘞𝘦𝘢𝘭𝘵𝘩 𝘋𝘪𝘮𝘦𝘯𝘴𝘪𝘰𝘯𝘴 𝘎𝘳𝘰𝘶𝘱, 𝘓𝘛𝘋, 𝘪𝘴 𝘢𝘯 𝘚𝘌𝘊 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘷𝘪𝘴𝘪𝘵 𝘩𝘵𝘵𝘱𝘴://𝘢𝘥𝘷𝘪𝘴𝘦𝘳𝘪𝘯𝘧𝘰.𝘴𝘦𝘤.𝘨𝘰𝘷/𝘧𝘪𝘳𝘮/𝘴𝘶𝘮𝘮𝘢𝘳𝘺/𝟣𝟢𝟩𝟨𝟣𝟪 𝘧𝘰𝘳 𝘮𝘰𝘳𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯.

08/21/2026

Erik Smith, CFP®, spends a lot of time in the space where financial decisions get complicated. The moments where tax strategy, estate planning, and investment decisions all intersect and someone needs to make sure they are working together rather than against each other.

A few things clients tend to appreciate about Erik's approach:
♦ He connects the dots between your financial plan and the professionals already in your corner.
♦ He asks the questions that surface decisions you did not know you were postponing.
♦ He makes complex planning feel manageable rather than overwhelming.

If you would like to connect with Erik and our team: https://go.wealthdimensions.com/consult-with-wealth-dimensions

CFP® Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

𝘞𝘦𝘢𝘭𝘵𝘩 𝘋𝘪𝘮𝘦𝘯𝘴𝘪𝘰𝘯𝘴 𝘎𝘳𝘰𝘶𝘱, 𝘓𝘛𝘋, 𝘪𝘴 𝘢𝘯 𝘚𝘌𝘊 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘷𝘪𝘴𝘪𝘵 𝘩𝘵𝘵𝘱𝘴://𝘢𝘥𝘷𝘪𝘴𝘦𝘳𝘪𝘯𝘧𝘰.𝘴𝘦𝘤.𝘨𝘰𝘷/𝘧𝘪𝘳𝘮/𝘴𝘶𝘮𝘮𝘢𝘳𝘺/𝟣𝟢𝟩𝟨𝟣𝟪 𝘧𝘰𝘳 𝘮𝘰𝘳𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯.

08/19/2026

𝗪𝗲'𝗿𝗲 𝗲𝘅𝗰𝗶𝘁𝗲𝗱 𝘁𝗼 𝘀𝗵𝗮𝗿𝗲 𝗘𝗿𝗶𝗰'𝘀 𝗳𝗲𝗮𝘁𝘂𝗿𝗲 𝗳𝗿𝗼𝗺 𝗵𝗶𝘀 𝗮𝘄𝗮𝗿𝗱 𝗹𝗮𝘀𝘁 𝘆𝗲𝗮𝗿.

Please join us in celebrating our partner and advisor Eric Loftus, CFP®, on being named to the Cincinnati Business Courier's Forty Under 40 for 2025.

Eric joined Wealth Dimensions in 2009 and has spent his career helping families and professionals make confident, intentional decisions about their money. Eric was named partner in 2024 and sits on our leadership team, helping guide the firm's growth. This recognition is well earned, and it reflects the kind of thoughtful, relationship-first work he brings to his clients every day.

We are proud to have him on our team. Congratulations, Eric.

Read his Forty Under 40 profile here: https://www.bizjournals.com/cincinnati/news/2026/07/16/40-under-40-eric-loftus-wealth-dimensions.html

𝘊𝘪𝘯𝘤𝘪𝘯𝘯𝘢𝘵𝘪 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘊𝘰𝘶𝘳𝘪𝘦𝘳’𝘴 𝘍𝘰𝘳𝘵𝘺 𝘶𝘯𝘥𝘦𝘳 𝟦𝟢 𝘳𝘦𝘤𝘰𝘨𝘯𝘪𝘵𝘪𝘰𝘯 𝘸𝘢𝘴 𝘢𝘸𝘢𝘳𝘥𝘦𝘥 𝘪𝘯 𝘑𝘶𝘭𝘺, 𝟤𝟢𝟤𝟧 𝘪𝘯 𝘳𝘦𝘤𝘰𝘨𝘯𝘪𝘵𝘪𝘰𝘯 𝘰𝘧 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴, 𝘤𝘪𝘷𝘪𝘤, 𝘢𝘯𝘥 𝘤𝘰𝘮𝘮𝘶𝘯𝘪𝘵𝘺 𝘭𝘪𝘧𝘦. 𝘞𝘦𝘢𝘭𝘵𝘩 𝘋𝘪𝘮𝘦𝘯𝘴𝘪𝘰𝘯𝘴 𝘎𝘳𝘰𝘶𝘱 𝘢𝘯𝘥 𝘪𝘵𝘴 𝘱𝘦𝘳𝘴𝘰𝘯𝘯𝘦𝘭 𝘴𝘶𝘣𝘴𝘤𝘳𝘪𝘣𝘦 𝘵𝘰 𝘵𝘩𝘦 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘊𝘰𝘶𝘳𝘪𝘦𝘳.

08/17/2026

For many business owners, the business is the financial plan. Which means if something happens to the business, or if an exit does not go as expected, the personal financial picture can shift significantly.

𝗔 𝗳𝗲𝘄 𝘁𝗵𝗶𝗻𝗴𝘀 𝘄𝗼𝗿𝘁𝗵 𝗵𝗮𝘃𝗶𝗻𝗴 𝗰𝗹𝗮𝗿𝗶𝘁𝘆 𝗼𝗻 𝗯𝗲𝗳𝗼𝗿𝗲 𝘁𝗵𝗮𝘁 𝗺𝗼𝗺𝗲𝗻𝘁 𝗮𝗿𝗿𝗶𝘃𝗲𝘀:
1. If you exited the business today, would your personal finances support the life you want?
2. Who is coordinating the tax, legal, and investment decisions around a future transition?
3. Is there a plan in place that does not depend entirely on a successful sale?

If you would like to think through the moving parts: https://go.wealthdimensions.com/consult-with-wealth-dimensions

For informational purposes only. Not legal or tax advice.

𝘞𝘦𝘢𝘭𝘵𝘩 𝘋𝘪𝘮𝘦𝘯𝘴𝘪𝘰𝘯𝘴 𝘎𝘳𝘰𝘶𝘱, 𝘓𝘛𝘋, 𝘪𝘴 𝘢𝘯 𝘚𝘌𝘊 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘷𝘪𝘴𝘪𝘵 𝘩𝘵𝘵𝘱𝘴://𝘢𝘥𝘷𝘪𝘴𝘦𝘳𝘪𝘯𝘧𝘰.𝘴𝘦𝘤.𝘨𝘰𝘷/𝘧𝘪𝘳𝘮/𝘴𝘶𝘮𝘮𝘢𝘳𝘺/𝟣𝟢𝟩𝟨𝟣𝟪 𝘧𝘰𝘳 𝘮𝘰𝘳𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯.

08/14/2026

There is a version of financial planning where you hand over your accounts and hope for the best. And there is a version where you are part of a real conversation about what you want your life to look like and how your plan is designed to get you there.

The second version takes more upfront work. It also tends to hold up a lot better when life changes.

https://www.wealthdimensions.com/our-process

𝘞𝘦𝘢𝘭𝘵𝘩 𝘋𝘪𝘮𝘦𝘯𝘴𝘪𝘰𝘯𝘴 𝘎𝘳𝘰𝘶𝘱, 𝘓𝘛𝘋, 𝘪𝘴 𝘢𝘯 𝘚𝘌𝘊 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘷𝘪𝘴𝘪𝘵 𝘩𝘵𝘵𝘱𝘴://𝘢𝘥𝘷𝘪𝘴𝘦𝘳𝘪𝘯𝘧𝘰.𝘴𝘦𝘤.𝘨𝘰𝘷/𝘧𝘪𝘳𝘮/𝘴𝘶𝘮𝘮𝘢𝘳𝘺/𝟣𝟢𝟩𝟨𝟣𝟪 𝘧𝘰𝘳 𝘮𝘰𝘳𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯.

08/12/2026

Something we hear fairly often from new clients: they had a financial advisor, a CPA, and an attorney all working on their behalf. What they did not have was anyone making sure those three were talking to each other.

The gaps between separate conversations are where things tend to fall through. At Wealth Dimensions, coordinating with the other professionals in your life is part of what we do, not an add-on.

Learn more about who we serve: https://www.wealthdimensions.com/who-we-serve/

𝘞𝘦𝘢𝘭𝘵𝘩 𝘋𝘪𝘮𝘦𝘯𝘴𝘪𝘰𝘯𝘴 𝘎𝘳𝘰𝘶𝘱, 𝘓𝘛𝘋, 𝘪𝘴 𝘢𝘯 𝘚𝘌𝘊 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘷𝘪𝘴𝘪𝘵 𝘩𝘵𝘵𝘱𝘴://𝘢𝘥𝘷𝘪𝘴𝘦𝘳𝘪𝘯𝘧𝘰.𝘴𝘦𝘤.𝘨𝘰𝘷/𝘧𝘪𝘳𝘮/𝘴𝘶𝘮𝘮𝘢𝘳𝘺/𝟣𝟢𝟩𝟨𝟣𝟪 𝘧𝘰𝘳 𝘮𝘰𝘳𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯.

Address

7870 E Kemper Road #330
Cincinnati, OH
45249

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.wealthdimensions.com/

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