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Is it time to rethink your financial plan?

New Dimensions Wealth Management, LLC is a new kind of financial planning firm, with a simple business model for offering objective advice to investors.

We designed New Dimensions with one fundamental question in mind: What do investors want from the financial services industry?

Unfortunately, Wall Street usually asks that question in reverse: What does the financial services industry want from investors?

And when they start with that question, they often arrive at a business model emphasizing style over substance and bottom line revenue for the company over bottom line results for the investor.

So, what do YOU want from your financial advisor?


[ Core Beliefs ]
  • Financial Planning makes your life better
  • Transparent and realistic fees
  • Honesty and integrity matter
  • Multiple dimensions to wealth
  • Simplicity is key
[ Our Service ]
  • Financial Planning for every client
  • Low-cost, highly diversified investment models
  • Fees well below industry standards
  • Reliable, friendly, and responsive service
  • A promise to never make our process and services more difficult than it has to be
[ Keep in Touch ]

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