True Wealth Design, a regional leader in providing accounting, tax, and wealth solutions to successful families and business owners, is proud to announce its inclusion in the Inc. 5000 list of America’s Fastest-Growing Private Companies for 2024. Under the Financial Services industry classification, True Wealth Design achieved 182% growth over the 3-year measurement period, ranking as the leading wealth management firm in Ohio where its headquarters are located.
INC. 5000 America’s Fastest Growing Private Companies
The Inc. 5000 list is a benchmark for entrepreneurial success, spotlighting the nation’s most dynamic and growing businesses. This recognition highlights True Wealth Design’s commitment to excellence in supporting and advising its clients.
“Being named to the Inc. 5000 is both an honor and a privilege,” said Kevin Kroskey, Managing Partner of True Wealth Design. He continues, “While excited about the growth, we are more excited about what that means. Growth allows us to continually reinvest in our team, the services we provide, and enhance the value we deliver to our clients. Great people want opportunities for personal growth. And clients deserve us to continually improve and provide an even more significant, positive impact on their lives. Thus, this growth is a fortuitous cycle.”
About True Wealth Design:
Catering to successful families and business owners seeking an integrated approach to their financial planning, tax, estate, and investment needs, the mission of True Wealth Design is simple: Help clients live better lives with help from smarter financial planning.
Managing more than $600 million, tending to hundreds of tax returns, and facilitating dozens of estate plans yearly all in concert with clients’ financial and tax plans, partner Tyler Emrick says, “We commonly find others charging similar or higher fees for asset management or low-level planning services only. Here they get a lot more. We are happy to be both a high-quality and high-value choice. Without happy clients (see our NPS Score) who recommend our services to others, we would not have achieved this growth.”
About Inc.
Inc. Business Media is the leading multimedia brand for entrepreneurs. Through its journalism, Inc. aims to inform, educate, and elevate the profile of our community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating our future. Inc.‘s award-winning work achieves a monthly brand footprint of more than 40 million across a variety of channels, including events, print, digital, video, podcasts, newsletters, and social media. Its proprietary Inc. 5000 list analyzes company data to rank the fastest-growing privately held businesses in the United States. For more information, visit www.inc.com.
Have Questions:
Need help making sure your investments and retirement plan are on track? Or need help running a better business financially? Click to schedule a free 15-minute call with one of True Wealth’s CFP® or CPA Professionals.
Media Contact: Kevin Kroskey | Managing Partner
See Also: True Wealth Design is also honored to have been named one of USA TODAY’s Best Financial Advisory Firms of 2024, based on recommendations from industry peers and clients as well as growth in assets under management.
