Jon, Nick, and Joe formed 3D Wealth Management in 2024 after a combined 40 years of working as solo advisors. Their goal in forming 3DWM was to build a financial services practice that will endure beyond them individually. By combining their resources and talent, they can collectively serve clients with a wider range of expertise while also allowing team members to become specialized in their roles by focusing deeper in their skills and knowledge.

All three partners are analytical in their approach while also being good educators. Our clients tell us they like our needs based approach and laid back manner.