Company Information

Get to know Wealth Dimensions

Founded in 1986, Wealth Dimensions Group is a financial advisory firm that provides comprehensive wealth management services to high-net-worth individuals, families, and business owners. The company operates on a fee-only basis, meaning its revenue comes directly from clients rather than from commissions on financial products, and it is legally bound to a fiduciary standard, requiring it to act in its clients' best interests. Their services integrate investment management, financial planning, retirement planning, and estate planning to provide a holistic approach to managing client wealth.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Wealth Dimensions

United States

Founded in

1986 (40 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.