Welcome to True Wealth Design

true (tru) - adjective, real; genuine; authentic.

wealth (welth) - noun, the quality of profuse abundance.

de·sign (di-zin') - verb, to have as a goal or purpose; intend.

True Wealth Design is an investment advisory and financial planning firm that assists individuals and businesses with their overall wealth management, including financial planning, retirement planning, investment management, and tax planning needs. We are committed to understanding your unique situation to develop a wealth management strategy that addresses your financial life planning needs.

Our Mission: To be trustworthy guides as we help clients shape and realize their life dreams and goals.

Please visit our site to learn more about our services and philosophy. If we can be of assistance, please contact us for a complimentary initial consultation.

True Wealth Design, LLC, Financial Planning Consultants, Akron, OH

True Wealth Design Client Survey Results

A Message To Clients & Friends From Kevin Kroskey, CFP®, MBA
President & Founder of True Wealth Design
November 19, 2012

We conducted our first Client Audit in October 2012 with the help of Advisor Impact, an independent industry consultant. The goal of the survey was to gain a better understanding of our client's needs and to ensure that the service that we provide meets or exceeds expectations.

Latest News

Social Security Service Slips & Lack of Advice

April 13, 2018

Social Security is complicated. Trying to apply for benefits or
getting answers about your claiming options is frustrating at best.
Plus, filing for benefits is something you generally do one time
and the costs of mistakes can be huge. Getting help from the Social
Security Administration has been getting tougher as well.

2018 Q1 Market Commentary

April 7, 2018

People often try to explain why the market is doing what it is
doing. Pundits have pointed to chaos in the White House,
possibility of a trade wars, fears of higher interest rates, or to
the simple fact that U.S. stocks have appreciated in value and are
priced much higher than their historical averages.

Changes to Medicare from 2018 Budget Deal that Affect You

March 14, 2018

The Bipartisan Budget Act of 2018 included several changes to how
Medicare is administered and paid for. These changes will affect
most Medicare beneficiaries and especially high-income
beneficiaries.

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Akron, Ohio

700 Ghent Road
Suite 100
Akron, Ohio 44333
Phone: 330-777-0688

Estero, Florida

13569 Messino Court
Estero, FL 33928