Family Office
Wealth Dimensions Family Office (WDFO)
Wealth Dimensions Family Office is an investment advisory firm established in 2015 and is headquartered in Cincinnati, Ohio.Investment strategist Megan Bosco leads the firm's investment approach. Before Wealth Dimensions, she was the director of investments and debt at Xavier University and held various investment role…
Decision-makers
Megan Bosco
Investment Strategist
Matt Bolser
Partner & Senior Portfolio Manager
Megan Bosco
Investment Strategist
Doug Loftus
Co-Founder, Managing Member & Financial Advisor
Tom Curti
Co-founder, Managing Member & Financial Advisor
Members only
Unlock contacts, warm paths & full holdings
See who to reach, how you're connected, the check sizes, and the full mandate — across Wealth Dimensions Family Office (WDFO) and 500k+ investors and LPs.