True Wealth Design

We simplify and streamline the complexities of your financial life into a coordinated strategy, giving you the clarity and confidence to pursue your dreams while protecting your familys future. As of 3/31/24, 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 PLANNERTM Professionals, CFA or Chartered Financial Analysts, and CPAs -- on our team and serve clients nationwide from offices in Ohio (Akron, Bay Village, Canfield, Hudson), Pennsylvania (Sewickley) and Florida (Ft. Myers, Naples). Business Owners: We can handle your accounting, tax, and payroll 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 Wealt...