True Wealth Design is proud and honored to be selected by the Case Western Reserve University School of Management as a 2023 Weatherhead 100 winner, ranking as the top wealth management or tax and accounting company. This is the second consecutive year we’ve been fortunate to be recognized for this prestigious honor.
Established in 1988, The Weatherhead 100 is the premier celebration of Northeast Ohio’s spirit of entrepreneurship and the companies making a difference in Northeast Ohio. Companies that make the list are the fastest-growing companies, based on 5-year revenue growth, regardless of the industry.
While we at True Wealth are excited about the growth, we are more excited about what that means. Our growth has been an outcome of delivering on our promises to our clients by providing high-quality and integrated financial, tax, and investment advice coupled with exceptional service. We love being our clients’ “easy button.” Without happy clients (see our NPS Score) who recommend our services to others they care for; we would not have achieved this growth.
This growth allows us to reinvest in our team and the services we provide. Great people want opportunity and personal growth. Clients deserve for us to continually improve and provide even more value in the form of a significant, positive impact on their lives. Thus, this growth is a fortuitous cycle. All stakeholders benefit.
Kevin Kroskey CFP® | True Wealth Design | December 2023
Contact True Wealth Design | Use this link to schedule a free 15-minute call with one of our Certified Financial PlannerTM Professionals.
See Also:
True Wealth Honored To Be “Fastest-Growing RIA” – True Wealth Design
