We are pleased to announce that True Wealth Design (True Wealth) has partnered with Mark Boslett, CPA, located in Hudson, Ohio. This will further expand True Wealth’s Accounting & Tax division. The merger is effective November 1, 2023.
The financial and tax landscape constantly evolves, and we must continually adapt. By merging, we are combining expertise and adding significant resources to navigate these changes. Clients will benefit from a deeper professional team, enhanced services, and a personal but modern, tech-enabled client service experience.
Boslett will stay on through much of 2024 as a consultant to facilitate the seamless transition of clients to True Wealth. Boslett’s office will move to True Wealth’s location at 581 Boston Mills Road #100, Hudson, OH.
When asked how the change will impact his clients, Boslett remarked, “I believe clients will be in good hands. The truth is, I believe they will be better off. My principal criteria for the ideal company to partner with all converged around the question: What is best for my clients? My criteria best aligned with True Wealth.”
About True Wealth
True Wealth has been providing wealth management services since 2007 and tax services since 2011. A 2022 and 2023 Case Western Reserve University Weatherhead 100 winner as one of northeast Ohio’s fastest-growing companies, True Wealth is one of the largest advisory firms headquartered in Summit County. Growth has resulted from delivering on promises to clients by providing high-quality and integrated financial, tax, and investment advice coupled with exceptional service. (See our client satisfaction scores.)
When asked about the benefits businesses will see from the merger, Founder and Managing Partner of True Wealth, Kevin Kroskey, shared:
Over the years, I found that larger CPA firms were often overcharging and underserving successful but “small” business owners, being assigned a junior-level person and received junior-level advice, if any. And there are many smaller CPA firms that seemed to lack the resources needed to provide high-quality, proactive advice and great service.
As True Wealth grew over the years and our own financial and tax complexity significantly increased, I became acutely aware of the lack of coordination and missing proactive advice from my professional service providers. Luckily, I had the aptitude and determination to navigate these complexities. There’s clearly a better way.
True Wealth’s Accounting and Tax services will be aimed at meeting the needs of these successful, underserved businesses. Yes, we will provide quality tax services. However, we will aim higher to be our client’s financial easy button for accounting and advisory services as well. Plus, with our wealth management expertise, we can more thoughtfully integrate personal and business financial matters together for business owners, allowing them to gain greater clarity and confidence over the entirety of their financial life planning.
We’d like to officially welcome Mark’s clients to our True Wealth family. We are honored to have been chosen by Mark and look forward to providing exceptional advice and service to you. Thank you for your partnership.