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

Your Retirement Income Framework

May 15, 2018

You worked hard. You saved and invested. Now you’re at the doorstep
of retirement – at least you think you may have enough – and you
wonder, “How the heck do I replace this paycheck I’ve been getting
every two weeks for the last forty years?”

New Medicare Cards Coming

May 4, 2018

If you receive Medicare, you will be getting a new Medicare card. Why? Medicare is removing Social Security Numbers from Medicare cards to help mitigate fraud and identity theft.

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.

For Email Marketing you can trust

Akron, Ohio

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

Estero, Florida

13569 Messino Court
Estero, FL 33928