A 47-year veteran advisor, Roey is also the 4th generation of his family in the business and is currently the CEO of 3 Dimensional Wealth Advisory, LLC and 3 Dimensional Wealth Family Office Services, LLC.
Following his graduation from Deerfield Academy, Roey received a BA in Psychology from Bucknell University. He went on to obtain a Master`s Degree in Insurance from Georgia State University. In 1976, he received the designation of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) in 1983. In 1992, he added the designations of Certified Financial Planner (CFP) and Registered Financial Consultant (RFC). In 2003, he attended the Wharton School of Business and successfully attained the Certified Investment Management Analyst (CIMA) designation. After many years of insurance and investment advisory, Roey turned his focus on the “3 Dimensional Wealth” of his clients.
In 2017, Roey launched “MoreThanMoneyVault.com” (a product of Aspida360) which is the only digital tool for building family unity, values, philanthropy and wealth preservation by offering secure, full time mobile access for “what matters most.” Becoming a “legacy” family has never been more achievable thanks to Roey’s pioneering technology.
Roey has written over a dozen books, including “3 Dimensional Wealth: A Radically Sane Perspective On Wealth Management (2005) and “A Better Way: Using Purposeful Trusts To Preserve Values & Valuables In Perpetuity” (2013).
As a sought after speaker, Roey has presented at many venues on wealth management and philanthropy, including the Main Platform at the Million Dollar Round Table. He has won numerous awards including: The Fleet Bank Small Business Award in 2001, a semi-finalist in the Ernst & Young Entrepreneur of the Year in 2006, the finalist in the NY Enterprise Small Business Award for Leadership in 2007, the LI Business News “50 Around 50” Award for Philanthropy in 2009, the Gold Medal finalist in the Gartner & 1 to1 Media CRM Excellence Award in Efficiency for North, Central and South Americas in 2010 and the Faith Vision Award from Family Legacy Mission, Zambia in 2014.
Roey is a man on a mission. A mission that provides a well-documented process to help protect and preserve a family’s values and valuables while mitigating the potential damage to heirs that massive wealth can produce.
152 Forest Avenue, Locust Valley, NY 11560