Plans To Prosper Partners With True Wealth

Plans To Prosper Partners With True Wealth

Plans To Prosper (P2P), located in Wexford, PA, has partnered with True Wealth Design, effective December 30, 2022. Our firms share a commitment to supporting clients in reaching their financial goals through comprehensive and well-integrated financial planning, investment management, and tax services, delivered in a client-first, fiduciary manner.

True Wealth provides holistic wealth management, financial planning and investment advisory services to successful individuals, families, and business owners. True Wealth is an ideal partner for P2P, providing similar comprehensive services with a deeper bench of credentialed professionals yet in a boutique, high-touch environment P2P’s clients are accustomed to.

Rob Choiniere, CFP®, founder of P2P shared, “My principal criteria for the ideal company to partner with all converged around the question:  What is best for my clients?  True Wealth will bring a deeper staff, more robust technology, and the kind of vision and energy that comes with highly-experienced but younger professionals.”

True Wealth is proud to be selected by Rob to provide a continuity of financial care for clients he cares deeply about, as he transitions into retirement later in 2023. We are also excited to have Audrey Petrus, CFP® join us and continue to guide P2P clients. Audrey had been with Rob for eight years, serving P2P clients, and brings a highly desirable skill set to our growing team.

The Wexford, PA location will be the second in the greater Pittsburgh area for True Wealth.

Kevin Kroskey, CFP, MBA | Managing Partner, True Wealth Design (January 2023)

See Also:

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