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Member details

3 Dimensional Wealth Advisory

Member profile details

Organization

3 Dimensional Wealth Advisory

Primary Contact

Matthew Rendell

matthew.rendell@3dwealthadvisory.com

Phone

646-779-8486

Logo/Photo

Website

http://3dwealthadvisory.com/

Address

168 Forest Ave

Address 2

Suite 101

City

Locust Valley

State

Zip

11560

Established Date

2016

Services

Individuals
o Investments
 Stocks, Bonds, Mutual Funds
 Traditional IRAs
 Roth IRAs
 College Planning
 Brokerage Services
 Registered Investment Advisory Services
 E‐Money Asset Aggregation App
o Risk Management
 Life Insurance
 Disability Insurance
 Long Term Care Insurance
 Annuities
o Specialty Planning
 Values Based Planning – South Dakota Trusts
 Charitable Giving & Estate Planning
 Comprehensive Personal Strategic Planning
 3DWA – Family

Businesses
o Cash Management
o Foundation and Endowment Counseling
o 401K / 403b Plans – Management & Administration
o Profit Sharing
o Deferred Compensation
o Business Succession Planning
o Business Tax Preparation
o Group: Long Term Care, Life, Medical, Disability, Dental

Member Description

Wealth management is about more than money management. Financial, personal, and social wealth comprise one's total wealth. Preserving and protecting each dimension becomes an important part of the total wealth management process. At 3 Dimensional Wealth Advisory we have a rich history in taking an encompassing perspective on total wealth management. Our 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, Trust Planning, and 3 Dimensional Wealth Planning.

ABOUT GLEN COVE CHAMBER

Glen Cove Chamber of Commerce- Established in 1920 - Enhancing the Health and Profitability of Our Member Businesses.

CONTACT INFO

info@glencovechamber.org
516-676-6666
30a Glen Street - Suite 207, Glen Cove, NY 11542

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