The mission of 3 Dimensional Wealth Advisory, is to help create and preserve the values and val«les 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 ones 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 the firm offers inclÞ: asset management, employee benefits, fee-based financial planning, 401k, insurance, multi-generational family wealth counseling, retirement planning, tax planning, and trust services.\ \ Diefendorf Capital was founded by Warren T. Diefendorf in 1875, the Diefendorf legacy has been maintained by Warren E. Diefendorf, Monroe M. Diefendorf, Sr., and now Monroe M. Diefendorf, Jr.\ \ On February 7, 2014 Diefendorf Capital became 3 Dimensional Wealth Advisory to maintain the sustainability of the firm into the 22nd century.
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3 Dimensional Wealth Advisory is a multi family office (mfo) based in Locust Valley, United States.
3 Dimensional Wealth Advisory is headquartered in Locust Valley, United States.
3 Dimensional Wealth Advisory focuses on Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital - Early Stage, Venture Capital, Consumer Banking, Debt Management, Equity/Mutual Funds.
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