Wealth Dimensions Group, Ltd.

Wealth Dimensions Group, Ltd. is an investment advisory firm based in Cincinnati, Ohio, established in 1990. The firm specializes in providing financial planning, portfolio management, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The Principals and owners of the firm are Thomas A. Curti, Douglas P. Loftus, Daniel D. Vogelpohl, Eric M. Loftus, and Matthew S. Bolser. As of December 31, 2024, Wealth Dimensions Group managed over $1 billion in regulatory assets under management. The firm offers financial planning services, including estate planning, risk management, retirement planning, education funding, and investment portfolio design. Portfolio management services are provided on a discretionary or non-discretionary basis, with a covered call strategy available for clients with concentrated positions. Wealth Dimensions Group does not have any performance-based fee arrangements and does not vote proxies related to client securities. The firm receives economic benefits from Fidelity's Institutional Wealth Services program, providing access to various support products and services. Clients may direct brokerage, and the firm reviews managed portfolios regularly or upon client request. Wealth Dimensions Group maintains investment discretion for client accounts and does not vote proxies related to client securities.