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Akron, OH 44333
330-777-0688
Planning Retirement Smarter. Living Retirement Better.
About True Wealth Design, LLC
About True Wealth Design, LLC:
As of 3/31/2024, we serve 450+ wealth clients (manage $600MM+ on their behalf) and 700+ tax/accounting clients, helping them all Plan Smarter and Live Better. We have multiple highly experienced and credentialed professionals -- CERTIFIED FINANCIAL PLANNER" Professionals, CFA® or Chartered Financial Analysts®, and CPAs -- on our team. We serve clients nationwide and have offices in Ohio (Akron, Bay Village, Canfield, Hudson), Pennsylvania (Sewickley) and Florida (Ft. Myers, Naples).
Retirement Planning: We specialize in retirement planning, retirement distribution planning and cash flow management.
Tax Planning: We provide proactive accounting and tax services through our True Wealth Accounting & Tax division.
Investment Management: Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are thoughtfully aligned to your retirement plan and spending needs.
See Disclosures
General Information
Firm Start Year
2007
No. of Employees
10-19
Services
Compliance
Qualifications & Membership
Firm Information
Compensation and Fees
Education
BA Education -
University of Akron
MBA Finance -
University of Akron
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest. You can read True Wealth Design's disclosure brochure at http://www.truewealthdesign.com/compliance.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1822221/retirementplanning-True-Wealth-Design,-LLC-detailed-disclosure.html
Disclaimer
True Wealth Design is an Investment Advisor registered with the Securities & Exchange Commission. Number of clients and amount of assets are accurate as of 3/31/2024. True Wealth always acts in a fiduciary manner to serve clients. No commissions on investment products are received. Insurance comprises < 1% of revenues and is provided as a convenience to clients. First-year commissions fully disclosed upon request.