Fourth Dimension Wealth, LLC

Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations and retirement plans, delivering discretionary and non‑discretionary portfolio management, financial planning and access to third‑party and model advisory programs through its investment adviser representatives. The firm implements client accounts using custodians such as LPL Financial and Schwab and offers ongoing account monitoring and reporting.

FDW’s IARs tailor asset allocations to each client’s objectives, risk tolerance and time horizon and employ a mix of analytical methods (including charting, fundamental and technical analysis) while actively managing and rebalancing portfolios. Client accounts may hold a wide range of securities—stocks, bonds, mutual funds, ETFs, alternative strategy funds, structured products and limited options strategies—and clients may impose reasonable investment restrictions or limit discretionary authority.

Compared with many peers, FDW regularly provides detailed quarterly performance reports and formal periodic disclosures of material changes, and it participates in educational outreach such as conferences, workshops and seminars made available through custodians and third‑party sponsors. The firm also notes that some associated advisors hold CPA credentials and may offer accounting‑related services to clients (while FDW states it does not provide legal or accounting services), a practice that is less common among similar team firms.