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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 & Certified Financial Planner™ professionals.
- Transparent and win-win fee structure.
Akron, Ohio
700 Ghent Rd Suite 100,
Akron, OH 44333, USA
Office hours:
8:00am to 5:00pm Monday – Thursday
8:00am to 3:00pm Friday
Phone: 330-777-0688
Canfield, Ohio
565 E. Main Street Suite #215,
Canfield, OH 44406
Office hours:
By appointment only
Phone: 330-533-7786
Fort Myers, Florida
5237 Summerlin Commons Blvd Suite #370,
Fort Myers, FL 33907, USA
Office hours:
8:30am to 5:30pm Monday – Friday
Phone: 239-344-7145
Naples, Florida
1415 Panther Ln Suite #366,
Naples, FL 34109, USA
Office hours:
8:30am to 5:30pm Monday – Friday
Phone: 239-778-0707
Canonsburg, PA
375 Southpointe Blvd. Suite 130
Canonsburg, PA 15317
Office hours:
8:00am to 5:00pm Monday – Thursday
8:00am to 3:00pm Friday
Phone: 724-747-6451