True Alpha Wealth Management

True Alpha Wealth Management 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 l

egal 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.

After more than a decade of U.S. leadership, international markets are making a powerful case as a complement to portfol...
05/27/2026

After more than a decade of U.S. leadership, international markets are making a powerful case as a complement to portfolio. With attractive valuations and earnings growth trending positively, the case for looking beyond the U.S. is getting harder to ignore. In this week’s Money with Murphy, Kara explains how leadership often rotates when many don’t realize it’s happening.

International markets are gaining momentum. Kara Murphy explains why leadership rotates, valuations look compelling, and global investing matters now.

05/26/2026

Championship teams aren’t built on highlights alone, and neither are portfolios. The parts that get the least attention often matter the most when conditions get tough. In this week’s Markets in a Minute, KIM Investment Analyst Ryan Chang explains why bonds are an essential piece of a title-winning portfolio.

Estimate the total amount you may need saved to support your desired retirement lifestyle.
05/26/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Are you a business owner and filed for a corporate tax extension? If so, you could be in the perfect position to startup...
05/20/2026

Are you a business owner and filed for a corporate tax extension? If so, you could be in the perfect position to startup a retroactive Cash Balance or Profit-Sharing Plan for 2025.

This is a unique opportunity to capitalize on additional tax savings for the 2025 tax year while simultaneously building up your retirement savings. It's a win-win situation that can significantly enhance your personal balance sheet and financial outlook.

If you would like to learn more about Cash Balance and Profit-Sharing Plans, call our office at 419-830-7045 or DM us to discuss!

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
05/19/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Congratulations to Tyler McKean on being named to the Forbes Best - In - State Top Next Gen Wealth Advisors list for 202...
05/13/2026

Congratulations to Tyler McKean on being named to the Forbes Best - In - State Top Next Gen Wealth Advisors list for 2026.

We're proud to see his hard work, care for clients, and dedication recognized. Well deserved, Tyler!

Tyler McKean, CEO and managing partner of True Alpha Wealth Management, has once again been named on the prestigious Forbes list: Best-in-State Top Next Gen Wealth Advisors of 2026 list.

This means he's recognized as one of the nation’s most promising young financial advisers, shaping the future of wealth management: https://tinyurl.com/4ns84fpp

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
05/12/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

There are benefits and limitations when using a living trust.
05/05/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

We're so proud to be featured in Sandusky Bay City Lifestyle Magazine's May women's issue! 💙Tessa Steinemann wrote a pow...
04/29/2026

We're so proud to be featured in Sandusky Bay City Lifestyle Magazine's May women's issue! 💙

Tessa Steinemann wrote a powerful piece on why every woman should feel confident and informed about her financial life.

Check it out!

Article by By Tessa Steinemann, CFP®, CDFA®Photography by Sharareh's Photography Originally published in Sandusky Bay City Lifestyle

Protect yourself from identity theft.
04/28/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Address

5004 Timber Commons
Sandusky, OH
44870

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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