Our mission at 3D Wealth Management is to guide clients to long term financial security. We do this by integrating insurance and risk management solutions with wealth management strategies designed around your individual and family goals.
We believe a solid financial plan begins with a foundation of proper risk management. This means different things in different client situations and life stages, but we believe risks should be hedged appropriately. That might mean building liquid savings, implementing or supplementing life insurance or disability insurance, planning for potential long term care needs, implementing estate planning documents or verifying your auto and general liability insurance does what you think it does.
Once we understand your goals and the amount of risk or volatility you are comfortable with, we seek to optimize your asset growth using a diversified approach. We pay special attention to tax efficiency both now and over time to take advantage of current tax rules as well as allow optionality for potential changes Congress may make in the future.