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Timothy J McNeely

Advisor to Dental Entrepreneurs
Founder and CEO Dental Wealth Nation

"Your dental enterprise is a powerful facet of your legacy. I believe you deserve the peace of mind that comes from knowing your dental family fortune is on track to thrive and achieve everything you want it to—both now and for succeeding generations far into the future.

You can harness the power of smart financial succession planning and implement the best practices of the ultra-wealthy. You will be better equipped to make decisions that can create family unity, uphold your family’s values and make a thriving impact on the world—across generations."
Get the tools now that will help optimize your financial world.

1.  Your Strategy Call

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Our strategy call will evaluate whether the financial succession planning that has been done (or is being considered) will perform optimally in different scenarios and deliver the results you desire—while ensuring you are not missing any meaningful opportunities. We can help you be confident you are making smart decisions and confirm you are working with truly capable professionals. 


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Family Fortunes provides a rare glimpse into the world of ultra-wealthy families and the ways they preserve and grow their family enterprises while promoting family harmony across generations. If you are committed to building the success of your family enterprise both today and over the coming decades, Family Fortunes is for you. 

© Dental Wealth Nation - All Rights Reserved
This material is intended to be used for educational purposes and does not constitute a solicitation to purchase a security or investment advisory services.

Some material on this site has been researched and prepared by BSW Inner Circle and its affiliates, CEG Worldwide, LLC and AES Nation, LLC.  Timothy J McNeely has retained AES Nation to conduct research and prepare informational materials for his use.  Mr. McNeely is a member of CEG Roundtable and pays an annual fee for these services.   Mr. McNeely is involved in these activities through The LifeStone Companies.

*Timothy J McNeely is an Investment Advisor Representative of Dynamic Wealth Advisors dba Lifestone Family Office.  All investment advisory services are offered through Dynamic Wealth Advisors.  The LifeStone Companies are not owned or legally affiliated with Dynamic Wealth Advisors and the activities conducted by Mr. McNeely under The LifeStone Companies are considered educational activities and are separate outside business activities.  

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