True Wealth Design Employee Directory

Investment ManagementUnited States11-50 Employees

We cater to successful families and business owners, providing an integrated approach to your financial planning, tax, investment, and business needs.

As of 2/1/25, we serve 370+ wealth clients, 350+ businesses, and prepare 1,500+ tax returns.  We have multiple highly experienced and credentialed professionals -- CFP® Professionals, CFA® Charter Holders, and CPAs -- on our team, serving clients nationwide from offices in Ohio (Akron, Canton, Canfield, Hudson), Pennsylvania (Sewickley) and Florida (Ft. Myers, Naples).

Business Owners: We can handle your accounting, tax, payroll, and advisory needs to free you up to focus where you prefer.

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 reasonable-cost, tax-efficient, and well diversified portfolios that are thoughtfully aligned to your retirement plan and spending needs.

Visit www.TrueWealthDesign.com for more information and to schedule a complimentary consultation and second opinion.

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