Meet Tim McNeely

Tim McNeely is a leading financial strategist for dental entrepreneurs, host of the Dental Wealth Nation Show, and author of the best-selling book Dental Wealth Nation. With a unique insight into the dental industry—being married to a dentist—Tim specializes in helping dental professionals build substantial wealth and achieve financial security.

​Committed to personalized service, Tim offers tailored strategies that align with each client’s goals. Connect with Tim to master your financial journey and secure a prosperous future.

Meet Your Family Office

MAG 7 Consulting
​Boutique Coaching

Legacy Planning

Kalamath Consulting Group
Exit Planning, Business Growth, and M&A

Withers Worldwide
Private Client Attorney (Tax & Estate)

Highland Capital Brokerage
Advanced Insurance Specialist

World Clinic
Concierge Medicine

The Family Business Consulting Group
Family Business Planning

Foundation Source

Seneco & Associates
Advanced Life Insurance

Kaufman and Canoles

Safe Harbor Asset Management
​Private Real Estate Specialist

Cash Balance Actuaries
Cash Benefit Plans

Black Cloak
Certified Privacy Professional

Risk Management Advisors
President and Lead Strategist

Bruce Gendelman Company
Property and Casualty

Proud to Be in Bakersfield.
Serving Dental Entrepreneurs & Executives Nationwide

Tim McNeely
Advisor to Dental Entrepreneurs
​Click here to book a call with Tim

© The Dental Wealth Alliance is a LifeStone Company - 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.

Some materials is published by the VFO Inner Circle, a global financial concierge group working with affluent individuals and families and is distributed with its permission. Copyright by AES Nation, LLC. This report is intended to be used for educational purposes only and does not constitute a solicitation to purchase any security or advisory services. Past performance is no guarantee of future results. An investment in any security involves significant risks and any investment may lose value. Refer to all risk disclosures related to each security product carefully before investing..

*Timothy J McNeely is an Investment Advisor Representative.  All investment advisory services are offered through a RIA. The LifeStone Companies are not owned or legally affiliated with RIA and the activities conducted by Mr. McNeely under The LifeStone Companies are considered educational activities and are separate outside business activities.

Privacy, Cookie Policy, Terms, and Conditions