We cater to successful families and business owners, providing an integrated approach to your financial planning, tax, investment, and business needs.

As of 2/1/25, we serve 370+ wealth clients, 350+ businesses, and prepare 1,500+ tax returns.  We have multiple highly experienced and credentialed professionals -- CFP® Professionals, CFA® Charter Holders, and CPAs -- on our team, serving clients nationwide from offices in Ohio (Akron, Canton, Canfield, Hudson), Pennsylvania (Sewickley) and Florida (Ft. Myers, Naples).

Business Owners: We can handle your accounting, tax, payroll, and advisory needs to free you up to focus where you prefer.

Retirement Planning: We specialize in retirement planning, retirement distribution planning and cash flow management. 

Tax Planning: We provide proactive accounting and tax services through our True Wealth Accounting & Tax division.

Investment Management: Our investment philosophy is science-based and focuses on reasonable-cost, tax-efficient, and well diversified portfolios that are thoughtfully aligned to your retirement plan and spending needs.

Visit www.TrueWealthDesign.com for more information and to schedule a complimentary consultation and second opinion.

True Wealth Design

Kevin Kroskey

This department provides financial planning and investment strategies to help clients manage and grow their wealth.

Wealth Management

This department oversees tax strategy, compliance, and reporting for the organization.

True Wealth Design

Org chart

Teams

Wealth Management

Tax Management

Offices

True Wealth Design

Org chart

Teams

Wealth Management

Tax Management

Offices

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