CAPITAL DIMENSIONS WEALTH MANAGEMENT is a firm offering expertise in the areas of wealth accumulation and protection. We offer independent advice that directs you toward a choice of products and services that emphasize quality and reasonable costs. We are locally owned and operated at a convenient Southside location.
Our efforts are directed toward matching clients needs and objectives to an allocation of products and services that allow them to pursue their financial goals. By emphasizing a long-term approach to the financial planning process, coupled with quality products and services, we strive to find strategies for the financial needs of each client.
Our advice is based on many years of investing through experience acquired in the banking, brokerage, loan and insurance industries. This experience allows us to emphasize the financial planning processes that allow us to adapt to the needs of different life cycle changes. As credentialed financial consultants, we believe our current clients find our advice both sound and based on solid long-term principles that are designed with the goal of producing better than average results. We believe in a long-term approach to building any quality product. Wealth creation and protection are no different. We help the client: make informed financial decisions, guard against emotional decision making, understand the value of planning, promote the preservation of assets gained and identify specific financial objectives. We help choose products with the goal of wealth creation and protection in mind.
As a local firm, we offer the client easy access to our neighborhood office. If we don't immediately have the answers to your specific questions, we will make a conscious effort to find a resource that can meet your needs.
*No strategies guarantee against loss nor guarantee enhanced performance.
WE OFFER YOU:
- Emphasis on quality products and service
- Send you to an out-of-town 1-800 line for service and answers
Securities offered through United Planners Financial Services, Member: FINRA, SIPC.
Advisory services offered through CAPITAL DIMENSIONS. Capital Dimensions and United Planners are not affiliated.
The registered UP representative associated with this site may only discuss and/or transact
securities business with residents of the following states:
Florida, Georgia, North Carolina, California, Illinois, Maryland, Montana, Oregon, Arkansas, Tennessee, and Vermont.