Our Firm

A dedicated perspective on your family’s wealth.

Your wealth extends across investments, businesses, property, and generations. Understanding how these interests relate requires close attention to both the financial details and the people they serve.

Dimera Private Wealth brings that perspective to an enduring advisory relationship. We oversee investments, collaborate with your professional advisors, and help guide decisions in the context of your family’s broader priorities.

Experience that informs our perspective.

Dimera’s roots in a CPA firm inform how we understand family wealth, from the structure of business interests to the tax implications of investment and estate decisions. That experience shapes our attention to detail and our understanding of how individual decisions affect the whole.

We carry that perspective into our relationships with families, bringing investment oversight and collaboration with tax and legal advisors together around shared priorities.

A black-and-white photograph of a two-tiered waterfall dropping between layered canyon cliffs

The story behind our horses

Cap and Chief

Our paired horses reflect a family history of discipline, preparation, and shared effort. They express a belief that guides our work: individual strengths become more meaningful when directed toward a common purpose.

Our mark honors G. Wells Jackson and his draft horse team, Cap and Chief. Their success reflected disciplined preparation, skilled direction, and the strength of working in unison. Those qualities continue to inform how we bring expertise together in service of your family’s wealth.

Our People

A central advisory relationship begins with knowing the people involved. Meet the team and learn about the experience they bring to the decisions facing your family.

Breck Jackson

[Approved Private Wealth title and credentials]

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Jacob Regen

[Approved Private Wealth title and credentials]

[Approved biography: current role, relevant experience, education and a brief personal detail.]

Additional team members

[Approved names and roles]

[Approved biographies and photographs.]

Let’s talk about what you want your wealth to support.

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