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Monday 8:30am - 4am Tuesday 8:30am - 4pm Wednesday 8:30am - 4pm Thursday 8:30am - 4pm Friday 8:30am - 4pm

True Alpha Wealth Management

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Sandusky, OH
True Alpha Wealth Management

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If you’re wondering whether your investments could work harder for you, connect with our team! 💵

Serving Sandusky, Toledo, and our Northern Ohio communities.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC. True Alpha Wealth Management is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. True Alpha Wealth Management and Kestra IS are not affiliated. Neither Kestra IS nor its affiliates offer tax or legal advice. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states in jurisdictions in which they are properly registered. Therefore, a response to request for information may be delayed. Not all products and services referenced are available in every state and through every representative. For additional, please contact Kestra IS Compliance Department at 844-553-7872.

10/27/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

10/21/2026

Is AI’s infrastructure boom beginning to reshape the bond market? In the latest Money with Murphy, our CIO Kara Murphy examines how hyper-scalers are financing their enormous capital needs, why borrowing costs are rising and whether future AI revenues can justify the growing debt supporting the buildout.

10/20/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

10/19/2026

Our True Alpha advisors were busy giving back to the community last Thursday! ✨

Invest with Tess - Tessa Steinemann and Liz Skrinak attended Serving Our Seniors' event "Honey, What Happens if You Die First?" where Liz served as a panelist. She shared her financial and estate planning expertise as well as past experiences to help attendees think proactively about what they can do today to prepare for life's uncertainties and the unexpected events that may arise in the future.

The same evening, Tessa chaired the Sandusky Education Foundation's Fund the Future event, raising over $18,000 for teacher grants and a new literacy initiative benefitting Sandusky City Schools!

We're proud of our team's commitment to making a difference in our community! 🥳👏

10/13/2026

Join us for lunch with Melissa Feliciano and Elora Counseling to learn more about Medicare planning on October 28th! RSVP 419-357-5483 or via this link: https://docs.google.com/forms/d/e/1FAIpQLSdI3iGzFbhqmtA4pSgMaGTB63CQrMCmsSmr8rmZntFXXGdR1w/viewform

October's Shine Brighter Series!
RSVP soon - Space is limited

10/13/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

10/08/2026

Investing in our community and the next generation! 📚🍎

Our advisor, Invest with Tess - Tessa Steinemann serves as Treasurer of the Sandusky Education Foundation and is chairing this year’s Fund the Future fundraiser for the nonprofit!

Join us next Thursday, October 15, at the Sandusky Yacht Club as we raise funds for teacher grants benefiting Sandusky City Schools. These grants help bring creative ideas to life in the classroom and provide educators with additional resources to enhance student learning.

At True Alpha Wealth Management, we believe investing in our community goes beyond financial planning, and supporting local education is a great way to make a lasting impact.

Check out the Sandusky Register article below to learn more about the event and how you can support our local schools!

A local nonprofit will host a fundraiser in support of Sandusky Schools.

The Sandusky Education Foundation invites community members to support Sandusky Schools through its first Fund the Future Fundraiser: https://tinyurl.com/y284b2y7

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/06/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

09/29/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

Address

5004 Timber Commons
Sandusky, OH
44870

Opening Hours

Monday	8:30am - 4am
Tuesday	8:30am - 4pm
Wednesday	8:30am - 4pm
Thursday	8:30am - 4pm
Friday	8:30am - 4pm

Website

https://www.truealphawm.com/

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