New Dimensions Wealth Management, LLC

We believe that money is only one of many dimensions to wealth.  Our aim is to simplify the financial planning and money management process so that families have more time to enjoy their wealth, rather than worrying about it. 

We know that your financial future is critically dependent on two things within your control:  a thoughtful financial plan with regular updates and a low-cost, highly diversified investment strategy with the appropriate amount of risk. 

That's what we provide.


WEALTHFULNESS
Simple Steps to Financial Health
and Happiness
(Brown Books, 2018)

https://amzn.to/2WHDWjf


Wealthfulness


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Advisors at this Office

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This Office

550 S. Watters Road Suite 242 Allen, TX 75013-3770 Phone: (972) 972-8565

Primary Office

550 S. Watters Road Suite 242 Allen, TX 75013-3770 Phone: (972) 972-8565