About Us
Providing an integrated approach to your financial planning, tax, investment, and business needs.
Our Story
True Wealth Design was founded in 2005 with the intention of making a substantial positive difference in our clients’ lives, our employees’ lives, and the communities where we live and work. We strive to help our clients Plan Smarter and Live Better.™ With our uncommon and deep expertise in retirement, tax, investment, and business planning, we provide complete integration of your financial life all in one place.
Our Mission
Our goal is simple: Help our clients live better lives with help from smarter financial planning. We give you the clarity and confidence to pursue your dreams while protecting your family’s future.
Our Values
Care and competence allow us to earn and maintain trust, which we hold dearly. Teamwork over egos yields better results. High expectations and accountability for them are always required.
Meeting Your Personal and Business Needs
What’s different about us? We have deep expertise in integrating your retirement planning, investment planning, tax, and business planning into an effective overall strategy to make the most of what you have. Better yet, you get this all in once place from objective subject-matter experts for a reasonable price.
- Proactive Planning. We work with you on a regular basis to monitor and adjust your planning to avoid dangers, identify opportunities, and help you successfully manage life's transitions. You will never again wonder, "When will I hear from my advisor?" We set service expectations and meet them.
- Highly Credentialed Advisors. True Wealth Advisors are required to be highly credentialed professionals — generally CFP®, CFA®, or CPA — with a minimum of five years of experience in order to provide advice to our clients. Our professionals are salaried, never receive commissions, and are incented for client retention, ensuring that you receive objective advice and the highest levels of attention.
- Science-Based Investing. Our approach to retirement income generation and investment philosophy is rooted in empirical evidence, time-tested, and aligned to support your financial life plan and protect your lifestyle. At True Wealth, we invest with patience and discipline and take a systematic, long-term approach to building wealth. We review and rebalance our clients' portfolios to remain aligned with objectives.
- Relationship-Focused. When you work with us, you have a dedicated team of professionals – a Primary Advisor, Investment Officer, and Client Service Administrator at a minimum. Our client-to-staff ratios are regularly monitored to ensure that we have the capacity to provide excellent financial care. We promise to be here when you need us, to listen actively, and to provide sound, objective advice.
Awards and Recognition
Happy Clients
Selecting an advisor is challenging. Experience, competency, trustworthiness, and fee transparency are essential. Yet, how do you make the right choice?
Starting with a team of professionals with gold-standard credentials – CFP®, CFA®, CPA – certainly helps check the competency box. Fee transparency and the advisor’s acknowledgement of serving you under a Fiduciary Standard go towards accomplishing the transparency and trustworthiness requirements.
Often overlooked in making a sound hiring decision are considering client satisfaction ratings, if available and obtained in an unbiased manner. A company merely conducting these surveys demonstrates some level of care and concern for its clients. Results can also be utilized to make comparisons of client satisfaction to industry benchmarks and for companies to continually improve.
Client Satisfaction Rating (NPS)
True Wealth Design uses the Net Promoter Score system (NPS) via anonymous surveys to gain this valuable client feedback. Harvard Business School reports that at least two-thirds of the Fortune 1000 use NPS. NPS methodology asks a single question: “On a scale from 0 to 10, how likely would you be to recommend our company to a friend?”
NPS scores range from -100 to +100. According to ClearlyRated, “Standards (for accounting and financial services industries) classify organizations as excellent once they’ve earned a 50% NPS.” Ratings of 70%+ for accounting and 80%+ for financial services are considered world-class.
Everything we do at True Wealth Design – from the advice we give, the service experience, and the outcomes clients receive all relative to the advisory fees paid – is encompassed in the NPS score. We are proud and honored to report an NPS score of 81 in our most recent survey — significantly higher than the average wealth manager or average accounting firm and even reaching beyond the ‘exceptional’ category.
