True Wealth Design

True Wealth Design is a finance institution located at 700 Ghent Road in Akron, Ohio, United States. Our mission is to help our clients live better lives through smarter financial planning. We specialize in retirement, tax, and investment planning, providing complete integration of your financial life to give you clarity and confidence in pursuing your dreams while safeguarding your family's future.

As a fiduciary, we always act in your best interests and do not accept commissions on investment product recommendations. Our team of highly credentialed professionals, including CFP®, CFA®, and CPA advisors with over 5 years of experience, work with you regularly to monitor and adjust your financial plan to avoid risks, identify opportunities, and successfully manage life transitions.

We believe in evidence-based investing and planning, rooted in empirical evidence and aligned to support your financial life plan. Our approach to retirement income generation and investment philosophy are designed to protect your lifestyle and help you achieve your financial goals.

When you work with us, you have a dedicated team of professionals, including a Primary Advisor, Investment Officer, and Client Service Administrator, to serve your needs. Our client-to-staff ratios are monitored to ensure we have the capacity to provide excellent financial care. We promise to be here when you need us, actively listen, and provide sound, objective advice.

Our clients are typically ambitious, generous, and optimistic individuals who value time, transparency, and financial independence. Whether you are planning for retirement or at the early stages of your career, we can provide the appropriate level of services and expertise to help you achieve financial peace of mind.

At True Wealth Design, we focus on planning retirement smarter and living retirement better. We offer informative resources and expert advice on topics such as tax strategies, family financial planning, and risk management to help you make informed decisions about your financial future.