At True Wealth Design, we serve clients who value time, transparency, and subject-matter expertise. Whether you’re a family planning for the future, a professional navigating career transitions, or a business owner building an enterprise, our team of certified financial planners and wealth advisors is here to help you gain financial clarity and peace of mind. Our clients want to stay informed but prefer to delegate the intricacies of financial planning, investment management, and risk management to experienced professionals they can trust.
Many of the families and individuals we serve are a lot like us—ambitious, optimistic, generous, and purposeful. They come to True Wealth Design looking for a trusted certified financial advisor who will take the time to understand their goals and design an integrated strategy to support them through every stage of life.
Whether you’re early in your career and focused on wealth management, mid-career and thinking about retirement planning, or approaching the next chapter of your life and preparing to transfer generational wealth, our team provides tailored solutions to meet your evolving needs. Our services for individuals and families include:
As your financial planner, we offer personalized advice rooted in deep technical knowledge and delivered with genuine care. Our goal is to provide you with the freedom to live fully while knowing your finances are being handled by a qualified financial advisor.
Owning and running a business comes with its own set of financial challenges and opportunities. From start-up through growth and succession, we support business owners with both personal and business-focused planning. Our clients include:
At True Wealth Design, our services are rooted in a structured and transparent process to ensure you receive the highest level of value and clarity. We provide three levels of service, including a comprehensive family office approach for those with more complex needs. Here’s what you can expect when you partner with us:
1. Discovery Meeting
We begin every relationship with a complimentary Discovery Meeting. Before this meeting, we ask you to complete our Lifestyle Plan Questionnaire to help us better understand your financial situation and goals. For couples, both spouses are required to attend, ensuring we align both perspectives in the planning process.
2. Plan Review & Investment Strategy
Within a few weeks of your Discovery Meeting, we meet again to present your personalized financial planning roadmap. We evaluate your investment management options, discuss risk management strategies, and present clear, actionable recommendations tailored to your goals.
3. Ongoing Progress Meetings
Financial planning is not a one-time event. Life evolves, and your financial strategy should too. That’s why we proactively schedule one to three Progress Meetings per year. These sessions allow us to track progress, assess risks, evaluate new opportunities, and adapt your financial plan to remain aligned with your objectives.
Whether you’re navigating a career change, planning a business exit, managing generational wealth, or entering retirement, our team provides the tools, expertise, and personal guidance to support you at every stage.
If this sounds like you, then True Wealth Design may be the right fit.
Choosing a certified financial planner is an important decision. At True Wealth Design, we don’t believe in one-size-fits-all financial advice. Instead, we take the time to get to know you, your goals, and your vision for the future. Through our Discovery Meeting and integrated process, we’ll help you understand your options and determine if we’re the right team to guide you forward.
We encourage you to review our fees, complete the Lifestyle Plan Questionnaire, and schedule a Discovery Meeting with one of our experienced professionals. If you’re looking for a financial planner who is thoughtful, transparent, and deeply committed to your success, we’d be honored to talk with you.
