3 Dimensional Wealth Advisory Information

The mission of 3 Dimensional Wealth Advisory (formerly Diefendorf Capital Planning Associates), is to help create and preserve the values and valuables of families in perpetuity. 3 Dimensional Wealth Advisory is a "total wealth" management firm with a unique approach to financial planning. By redefining wealth in 3 dimensions, one must look beyond the traditional, 1 dimensional approaches to managing financial wealth, and incorporate one’s personal and social wealth. Our incorporation of values based planning will provide a practical path for preparing heirs to create, protect and preserve their own 3 dimensional wealth. Total wealth management services we offer include: asset management, employee benefits, fee-based financial planning, 401k, insurance, multi-generational family wealth counseling, retirement planning, tax planning, and trust services.