William “Bill” Ferber of the Ferber Group, located on the west side of Cleveland, has partnered with True Wealth Design. Our firms share a mutual commitment to supporting clients in reaching their financial life goals through well-integrated financial planning and evidence-based investment management, delivered in a client-first, fiduciary manner.
True Wealth provides holistic wealth management, financial planning, tax, and investment advisory services to successful individuals, families, and business owners. True Wealth is an ideal partner for the Ferber Group, providing expanded services with a deeper bench of highly experienced and credentialed professionals in a boutique, high-touch environment — similar to what the Ferber Group’s clients are accustomed to.
True Wealth is proud to be selected by the Ferber Group and add strong team members to our growing firm. The Ferber Group’s Bay Village, OH office will be maintained and allow us to better serve clients on the west side of Cleveland. We look forward to mutually serving the Ferber Group’s clients.
Kevin Kroskey, CFP, MBA | Managing Partner, True Wealth Design (March 2023)
See Also:
