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


Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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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