Are You Ready to Get Started?

Please complete the form below or use this link to schedule a free 15-minute call with one of our highly credentialed professionals — generally CFP®, CFA®, or CPA — with a minimum of five years of experience in order to deliver advice.

True Wealth Design simplifies your financial life.

  • Proactive relationship to monitor your planning and stay on track.
  • Deep expertise integrating your retirement, investment, and tax planning.
  • Science-based and time-tested investment and planning strategies.
  • All advisors are salaried and incentivized for client retention.
  • Transparent and win-win fee structure.

Locations.

We serve clients across the country virtually and can meet in person at one of our locations throughout northeast Ohio, southwest Florida, or western Pennsylvania. (Locations in alphabetical order by state and then city.)

True Wealth Design

Fort Myers, Florida
5237 Summerlin Commons Blvd, Ste 370
Fort Myers, FL 33907

Office hours:
By appointment only
Phone: 239-344-7145

True Wealth Design

Naples, Florida
1415 Panther Ln, Ste 366
Naples, FL 34109

Office hours:
By appointment only
Phone: 239-778-0707

True Wealth Design

Akron, Ohio (Main)
700 Ghent Rd, Ste 100
Akron, OH 44333

Office hours:
8:00am to 5:00pm Monday – Thursday
8:00am to 3:00pm Friday
Phone: 330-777-0688

Bay Village, Ohio (Bay Office Center)
616 Dover Center Road, Suite 101
Bay Village, Ohio 44140

Office hours:
8:00am to 5:00pm Monday – Thursday
8:00am to 3:00pm Friday
Phone: 440-752-2052

True Wealth Design

Canfield, Ohio
565 E. Main St, Ste 215
Canfield, OH 44406

Office hours:
8:00am to 5:00pm Monday – Thursday
8:00am to 3:00pm Friday
Phone: 330-533-7786

Canonsburg, Pennsylvania
1800 Main St, Ste 230
Canonsburg, PA 15317

Office hours:
8:00am to 5:00pm Monday – Thursday
8:00am to 3:00pm Friday
Phone: 724-271-7020

Sewickley, Pennsylvania
2591 Wexford Bayne Rd., Ste 204
Sewickley, PA 15143

Office hours:
9:00am to 5:00pm Monday – Friday
Phone: 724-294-8480