Holistic financial advisory in Wexford, Pennsylvania

True Wealth Design is a finance institution located at 2591 Wexford Bayne Road in Sewickley, Pennsylvania, 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 protecting your family's future. At True Wealth Design, we prioritize transparency and always act in your best interests as fiduciaries. Our team of highly credentialed professionals, including CFP®, CFA®, and CPA advisors with over 5 years of experience, are dedicated to providing you with objective advice and robust planning tailored to your unique financial goals.

Plans to Prosper, LLC, located at 109 Gateway Avenue in Wexford, Pennsylvania, is a finance institution that has recently partnered with True Wealth Design. This partnership, effective as of December 30, 2022, brings together two firms dedicated to helping clients achieve their financial goals through comprehensive financial planning, investment management, and tax services. True Wealth Design specializes in holistic wealth management, financial planning, and investment advisory services for individuals, families, and business owners. Led by founder Rob Choiniere, CFP®, Plans to Prosper is excited to join forces with True Wealth Design to provide clients with even more resources and expertise. With a focus on putting clients first and operating as fiduciaries, both firms are committed to delivering personalized, high-touch service in a boutique environment.

Confluence Advisors LLC is a strategic advisory firm located at 200 Wallace Road in Wexford, Pennsylvania, United States. Specializing in finance and health industries, our institution offers a range of services to assist both buyers and sellers in successful business acquisitions and sales. Our Strategic Acquisition Process is a unique 4-step approach that helps buyers acquire targeted companies by determining client objectives, opening doors, capturing deals, and executing the acquisition. For business owners looking to sell, our Business Sale Process is designed to maximize the value of their business through a 4-phase process that determines market value, positions the deal, creates a market, and executes the final sale.

Holsinger, PC is a leading accounting and finance institution located at 117 VIP Drive in Wexford, Pennsylvania, United States. Our services are fully customizable to meet your specific needs, and we are dedicated to providing responsive and flexible solutions at competitive pricing. Our team of professionals is our greatest asset, as we are passionate about serving our clients and community. We are committed to offering the best services in the area, and we undergo regular peer reviews to ensure the highest quality of service.

Koehler, Hinds & Associates, LLC is a leading accounting and finance firm located at 6400 Brooktree Court in Wexford, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, auditing, financial planning, or any other accounting needs, we are here to help. Trust Koehler, Hinds & Associates, LLC for all your financial needs.