True Wealth Design, LLC (TWD) is an SEC-registered investment adviser located in Akron, OH. We may only transact business in those states in which registered or qualifying for an exemption or exclusion from registration requirements.

TW Accounting & Tax Advisors, LLC (TWA) is a wholly owned subsidiary of True Wealth Design, LLC; together the Companies. TW Accounting & Tax Advisors, LLC provides various tax, accounting, and related services to clients. TWA is not a registered as a certified public accounting firm. As such, TWA does not provide attest services to clients.

Important documents related to our businesses and services can be found under Important Links.

 

Award Disclosure

Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee the client will experience a certain level of results is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Investment returns usually are not a component of the rankings. Neither the firms nor their employees pay a fee to the awarding publications in exchange for inclusion in the rankings. The only exception to this is the Inc. 5000 where an application fee is paid. Moreover, with regard to all performance information contained herein, directly or indirectly, if any, users should note that past results are not indicative of future results. Please see below for more detailed descriptions of the criteria used with respect to the awards and recognitions granted to JFS and/or its individual employees.

SMS Disclosure

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

CFP® Disclosure

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Site Disclaimer

This website is for informational purposes only and does not constitute a complete description of our investment services or performance. The content of this website should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Users should consult with appropriate advisors before making investment decisions.

The views expressed represent the opinion of the Companies. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute advice of any kind, including but not limited to investment advice, and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and non-proprietary sources that have not been independently verified for accuracy or completeness.

While TWD believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and TWD’s views as of the time of these statements.

Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Past performance is not indicative of future results.

None of the material contained in this website is intended as a solicitation or offer to purchase or sell a specific mutual fund or any other investment. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from content posted on this or any linked website.

To the extent that any client or prospective client utilizes any calculator or similar interactive device contained within or linked to Companies’ website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Companies, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Companies’ website, to release and hold harmless Companies, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from TWD.