Services
Legacy Planning
You have spent years of hard work amassing your wealth; we will work just as hard to preserve it. Our team at 3D Private Wealth Advisors can help you implement long-term solutions to preserve, grow, and eventually transition your wealth to future generations.
Retirement Planning
Many individuals have worked hard and done an excellent job-saving money in their 401ks, pensions, and IRAs. Often, when they see that retirement is around the corner, there is a strong desire to seek a financial practice to develop and implement a plan that can provide them with income, capital preservation, and wealth for future generations. 3D Private Wealth Advisors brings a disciplined approach to investing and portfolio management strategies to help our clients achieve their retirement goals.
Risk Analysis
One of the first conversations we will have with a potential client is about their feelings toward risk in their investments. It is of the utmost importance to us that we understand our clients’ investment goals and tolerance to risk. Education is one of the most significant components of what we do. Making sure our clients understand the risk-reward metrics of their portfolio is one of the critical aspects that we believe separates us from our competition. We want our clients to know, understand, and be comfortable with each investment they own. Our professionals take great pride in reaching that achievement.
Investment Management
At 3D Private Wealth Advisors, our team works with families to create tailored investment strategies to suit their unique priorities, goals, and objectives. We’re committed to helping our clients find the optimal combination of investment products to help turn their financial dreams into reality.
Estate Planning Strategies
Through our association with Wells Fargo Advisors Financial Network, we will work with estate-planning and trust specialists to help review your wills and trusts to better preserve your estate for intended heirs, establish beneficiary designations, and strive to reduce your exposure to estate taxes and probate costs. If needed, we will also work alongside a client’s existing legal/accounting professionals for unity across their entire financial landscape.
Live Your Best Life
3D Private Wealth Advisors is a family-owned independent financial practice comprised of financial advisors and CERTIFIED FINANCIAL PLANNER™ professionals in Marion, Ohio. We provide comprehensive investment planning advice and investment management services to help successful families live their best lives, without undue sacrifices or exposure to unnecessary risks.
Education Funding
There are many investment options and accumulation strategies to fund your children’s education. We can help you determine the optimal investments and strategy for your unique financial circumstances in order to position your children for a lifetime of success.