What departments does True Wealth Design have?

True Wealth Design has employees across 3 departments including Administrative, Analytics, Customer Success.

What is the largest department at True Wealth Design?

The largest department at True Wealth Design is Administrative with 1 employees.

Where are True Wealth Design employees located globally?

True Wealth Design has employees across 1 continents and 1 countries including United States Of America.

How has True Wealth Design's team size changed over time?

True Wealth Design's team has grown from approximately 15 to 17 employees based on available data.

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True Wealth Design Employee Directory

Investment ManagementOhio, United States11-50 Employees

True Wealth Design is an investment management firm that provides an integrated suite of financial planning, tax, investment, and business advisory services. Based in Akron, Ohio, the firm serves clients nationwide from offices in Ohio (Akron, Canton, Canfield, Hudson), Pennsylvania (Sewickley), and Florida (Ft. Myers, Naples); as of February 1, 2025, it supports more than 370 wealth clients, 350 business clients, and processes over 1,500 tax returns.

Business owners can access accounting, tax, payroll, and advisory services to streamline operations. The firm emphasizes retirement planning and cash-flow management as part of its planning offering. Its tax planning is centralized in the True Wealth Accounting & Tax division, and its investment approach emphasizes science-based, cost-efficient, tax-aware diversification aligned to clients' retirement and spending needs.

True Wealth Design Global Highlights

North America
27

United States Of America
27

True Wealth Design's Leadership

J. K.
Owner Chief Executive Officer
Mobile Phone
Email
S. S.
Senior Client Service Administrator
Mobile Phone
Email
J. S.
Principal
Mobile Phone
Email
J. C.
Wealth Management Analyst
Mobile Phone
Email
M. W. D.
Client Service Administrator
Mobile Phone
Email

True Wealth Design Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Business
Community & Social Services
Entrepreneurship
Other
Administrative
Analytics

Contact profiles from True Wealth Design

Name

Title

Contact Info

Location

Last Update

J. K.
Owner Chief Executive Officer
Mobile Phone
Email
Oct 23, 2024
S. S.
Senior Client Service Administrator
Mobile Phone
Email
Jun 04, 2026
J. S.
Principal
Mobile Phone
Email
Oct 22, 2024
J. C.
Wealth Management Analyst
Mobile Phone
Email
United StatesPennsylvania
Apr 25, 2025
M. W. D.
Client Service Administrator
Mobile Phone
Email
United StatesPennsylvania
Oct 25, 2024

Frequently Asked Questions

What is True Wealth Design known for?

True Wealth Design was founded in 2005 operates in the Investment Management industry. The company's main headquarters is located in 700 Ghent Road Suite 100 Akron, Ohio 44333 United States; you can contact the main corporate office by phone at

+1-216-373-****

. Explore True Wealth Design's company overview page for more information.

What is True Wealth Design's most common email format?

True Wealth Design employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more True Wealth Design email formats with LeadIQ.

How many employees does True Wealth Design have currently?

True Wealth Design has approximately 20 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are True Wealth Design's key employees and leadership?

As of June 2026, True Wealth Design's key employees include:

Owner Chief Executive Officer: J. K.
Senior Client Service Administrator: S. S.
Principal: J. S.
Wealth Management Analyst: J. C.
Client Service Administrator: M. W. D.

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True Wealth Design Employee Directory

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