True Wealth Design

True Wealth Design We help successful families and individuals Plan Retirement Smarter and Live Retirement Better. They value time, transparency, and financial independence.

True Wealth Design was created to make a substantial positive difference in our clients’ lives, our employees’ lives and the communities where we live and work. The means by which we strive to do this is by delivering holistic financial advice. With our uncommon and deep expertise in retirement, tax, and investment planning, we provide complete integration of your financial life, giving you the cl

arity and confidence to pursue your dreams while protecting your family’s future. Over the years, we have found our clients—while diverse and unique—have similar needs and traits at their core. Our clients tend to be like ourselves—ambitious, friendly, generous, and optimistic people. They love their families and do their best to live life on purpose. They are successful, smart, and seek advice from subject-matter experts. They prefer to stay informed but delegate day-to-day management duties to free up their time. Clients most often come to us when they are experiencing financial complexities that arise when planning for retirement. Whether you are at the end of a successful career or at the earlier stages of one, we can effectively serve you with an appropriate level of services, helping make the most of what you have and providing the financial peace of mind you seek.

06/02/2026

A diversified investment strategy aims to build a portfolio that can be resilient in any market environment rather than strictly focusing on trying to maximize returns.

05/30/2026

For years, many investors have relied on the stability and growth of U.S. markets, often viewing emerging markets as secondary options. But that hasn't been the case recently. That's why you want to be evaluating your portfolio on a consistent basis to rebalance as needed.

📉 Most investment mistakes have NOTHING to do with picking the wrong stock.The real problems usually come from:⚖️ Poor d...
05/28/2026

📉 Most investment mistakes have NOTHING to do with picking the wrong stock.

The real problems usually come from:
⚖️ Poor diversification
🧾 Bad tax positioning
💰 Holding the wrong assets in the wrong accounts
📊 Chasing recent performance

In this episode of Retire Smarter, Tyler Emrick, CFA®, CFP®, explains why building a resilient portfolio matters more than finding the “perfect” investment.

Because smart investing is about structure, not headlines.

Watch it here: https://bit.ly/3RGM0P8

05/26/2026

These year-end meetings are held at that time for a reason. We want to dig into the numbers and see what strategies are on the table before December 31.

If we can make some financial moves before the end of the year that benefit you, we want to be having those conversations.

05/23/2026

So many of our clients have saved incredibly well over time, and trying to shift that mindset to one that begins spending more can be difficult.

But those are fun conversations to have and we love showing someone what's possible with the wealth they've accumulated.

📊 Most financial advisor meetings sound the same:“How are your investments doing?”But real retirement planning should go...
05/21/2026

📊 Most financial advisor meetings sound the same:

“How are your investments doing?”

But real retirement planning should go much deeper than that.

In this episode of Retire Smarter, Tyler Emrick, CFA, CFP® explains what proactive planning actually looks like:

🏡 Navigating life transitions
🧾 Coordinating tax strategies
💰 Structuring retirement income
⚖️ Aligning every financial decision together

Because the best financial plans don’t just react…

👉 They guide decisions before problems happen.

Learn more about that proactive planning that True Wealth Design does for clients in our latest video 👉️ https://bit.ly/4nuFVRT

05/19/2026

We want to use financial planning to help make better decisions around the wealth you've accumulated over time. That's where the magic comes in that allows you to make better decisions and start enjoying the fruits of your hard work.

05/16/2026

Once you take financial inventory and understand everything you have, then you can really dig in to make sure every account is being used to it's strengths.

That's why asset location is needs to be a part of your strategy when constructing a portfolio.

📘 Most people build a financial plan…then stick it in a drawer and forget about it.But a real financial plan should help...
05/14/2026

📘 Most people build a financial plan…then stick it in a drawer and forget about it.

But a real financial plan should help you make decisions every year:

📊 Investment decisions
💰 Spending decisions
🧾 Tax decisions
📉 Retirement income decisions

In this episode of Retire Smarter, Tyler Emrick, CFA, CFP® explains why your plan should be a living tool and not just a pretty binder with charts.

Because good planning isn’t static.

🎧 Watch now.
👉️ https://bit.ly/43bKeba

05/12/2026

These volatile investing environments provide a great opportunity to take a closer look at your plan and gain a better understanding.

Address

700 Ghent Road, Suite 100
Akron, OH
44333

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

(330) 777-0688

Website

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