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- True Wealth Design
The Future of Integrated Tax, Wealth, & Advisory
True Wealth Design is building an integrated Tax, Wealth, and Advisory platform — and we’re looking for CPA firm owners with $1M-$5M in revenues and tax professionals who want to be part of what comes next.
Not Every Path Forward Looks the Same
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The Traditional Path — Most firm owners eventually face the same limited set of options: wind down, hand off to a junior partner and hope you get paid, or sell to a local firm with similar struggles. Growth stalls. The model stays compliance-heavy. And you realize less value than you could.
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The "Buyers" — A PE platform firm may make you an offer to tuck in. But the playbook is usually the same: absorb your firm, consolidate operations, and extract value. You get a check. Your clients get a transition. Your team gets uncertainty. The cycle repeats every 4-7 years.
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True Wealth Design — A structured partnership; not PE-backed but founder-led. Your clients stay protected. Your team stays intact. You stay involved as long as it makes sense. And the firm grows into capabilities — advisory, wealth, planning — that you couldn’t build alone.
Who We Are — and What We're Building
Most CPA firms were built to serve clients well. What they weren’t built for is what comes next.
Succession is an obvious pressure. But the harder problem is everything happening before that — clients needing more, a shrinking talent pipeline, and technology reshaping how work gets done faster than most firms can keep up. AI-assisted preparation, modern workflow systems, integrated advisory — these aren’t optional upgrades anymore. They’re the cost of staying relevant. Most owners are fighting all of this simultaneously with the limited resources they have.
True Wealth Design is an integrated advisory platform, founded in 2005 and not backed by private equity. We serve successful individuals, families, and business owners who want one trustworthy team handling their wealth, tax, estate planning, and business advisory needs — fully integrated, not a simple referral or fragmentation across advisors. We’re their financial easy button.
We’ve made the infrastructure investments most firms can’t justify alone, and we offer staff a career path that goes well beyond compliance, which matters when you care what happens to your people after a transition.
We’re growing through partnerships with CPA and advisory firms with $1M to $5M in revenue whose owners have built something worth protecting and evolving — and want a different outcome than selling to a roll-up, hoping the next gen talent can fix things while also paying your deferred comp, or handing clients a wind-down letter.
If that’s you, let’s talk.
Awards and Recognition
Newsweek 2025: The Newsweek rating was issued on 03/14/2025, for the 2024 calendar year. True Wealth Design LLC did not provide compensation in connection with obtaining or using the rating.
USA Today 2025: The USA Today rating was issued on 04/23/2025, for the 2025 calendar year. True Wealth Design LLC did not provide compensation in connection with obtaining or using the rating.
Crain’s: The Crain’s rating was issued on 10/06/2025, for the 2025 calendar year. True Wealth Design LLC did not provide compensation in connection with obtaining or using the rating.
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- Firm Owners
You Built The Firm. We'll Help You With What's Next.
We’re not here to acquire your firm and walk away. We’re looking for owners who want to keep doing meaningful work for a period of years — with better infrastructure, more support, expanded capabilities, and a succession path built underneath them.
Whether that means a full acquisition or a partnership with rollover equity, we’ll structure it around what actually works to meet your needs, align interests, and ensure success.
What We Offer:
- Structured Succession — not a forced exit. Full acquisition or rollover equity — we’ll build the structure around your goals and aligned interests. What matters to us is that you’re engaged and the transition works.
- Stay Engaged — the multi-year transition works best when you do. We’re looking for owners who want to keep serving clients, deepen relationships, and grow into wealth conversations — with the platform and support to make that possible. This isn’t just a handoff. It’s a next chapter.
- Client and Team Continuity — your relationships are protected. Your team stays connected. Clients have consistency. Both have more to meet their needs and aspirations.
- Advisory, CAS, and Wealth Expansion — we bring the infrastructure to grow your firm’s capabilities beyond compliance. With our Alternative Practice Structure, we can handle attest work too.
- Platform Support — integrated operations, systems, technology, and leadership to take work off your plate while you stay focused on clients.
Unlock Your Potential
Most firms and professionals in this industry hit a ceiling — not because of talent, but because of the model.
We built a platform that removes that ceiling. For firm owners, that means a more valuable practice. For tax professionals, it means more rewarding work.
A New Standard of Client Service
Your clients already trust you. By adding financial planning, investment management, and wealth advisory alongside tax, you give them coordinated, year-round advice — not just seasonal compliance.
Do the Work You Got Into This For
Tax stays at the core — but the work expands. Advisory conversations. Wealth planning. Strategic relationships that go beyond forms and deadlines. The kind of work that keeps good people engaged and growing.
Build Something Worth More
For owners, an integrated firm is worth more — not because someone paid a multiple, but because the revenue and capabilities actually grew. For tax pros, it’s a career path built around impact, not just production.
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- Tax Professionals
You Already Think Like an Advisor. We Built a Place Where You Can Work Like One.
The traditional tax model is seasonal, compliance-heavy, and increasingly commoditized. You know you’re capable of more — more advisory work, more strategic conversations, more of the work that actually changes a client’s financial life.
That’s exactly what we’re building.
What’s Different Here:
- More Advisory, Less Pure Compliance — your expertise drives outcomes, not just forms.
- Integrated Tax, Wealth, and Planning — you work alongside wealth advisors and financial planners, not in a silo.
- Year-Round Client Relationships — fewer seasonal peaks and valleys, more consistent engagement.
- Modern Workflows and Systems — the tools and infrastructure to do your best work.
- A Career Path Beyond Busy Season — growth that’s built around advisory, not just production volume.
Meet Your True Wealth Team
Our Client Satisfaction Rating (NPS)
TEAM MEMBER SPOTLIGHT
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