Investing in the Communities We Call Home

At True Wealth Design, giving back is part of who we are. We’re proud to help our local communities thrive.

bath ohio community
A ShareD Commitment to Community

Rooted in Community. Dedicated to Giving Back.

True Wealth Design was founded on a belief that wealth is more than numbers — it’s the ability to make a lasting difference in the lives of others. That principle guides how we serve our clients, support our team, and engage with our local communities.

Because we live and work alongside the people we serve, we understand the challenges and opportunities our communities face. Supporting local organizations is not simply a responsibility — it’s part of who we are.

Through strategic partnerships, meaningful sponsorships, and dedicated volunteerism, we invest in the long-term health and vibrancy of the communities we proudly call home.

Partnering for a Stronger Bath

We’re proud supporters of the Bath Community Fund, an endowment of the Akron Community Foundation that provides lasting support to local causes and organizations. Since its founding, the fund has raised more than $540,000 to sustain the Bath community’s schools, parks, and nonprofits.

Our team has contributed both financially and through advocacy — encouraging other local business owners to join the effort. The campaign’s success, featured in publications like Akron.com and Akron Community Foundation News, reflects what makes our local Ohio communities special: neighbors coming together to make a difference.

Bath Community Fund
What is ESG investing?

Bringing the Community Together

Community impact is about more than giving: it’s about connection. True Wealth Design proudly supports the Sun’s Out, Fun’s Out Festival and ongoing Bath Community Park improvements, initiatives that bring families together and make our shared spaces even better.

From sponsoring family-friendly events to helping enhance local parks, we believe that the joy of community is one of life’s greatest returns. These efforts reflect our commitment to building not only financial well-being, but a sense of belonging and pride across Northeast Ohio.

Making an Impact Where It Matters Most

At True Wealth Design, community involvement isn’t an initiative: it’s part of our identity. From Bath to Akron and beyond, we’re proud to call Northeast Ohio home and to give back to the people and places that make it special.

We’ll continue to invest in causes that strengthen our local communities, create opportunities for connection, and help ensure that our local communities remain places where families and businesses can thrive.

Interested in partnering with us or learning more about our community initiatives?

OUR LOCATIONS

Meeting You Where You Are

We provide in-person meetings with individuals, families, and businesses at our locations throughout northeast Ohio, southwest Florida, and western Pennsylvania. We also provide financial planning services to clients virtually across the country.

What Would Your Life Look Like if You Designed it Around Your True Wealth?