Press release
True Wealth Design Expands Financial Planning Services Across Northeast Ohio, Southwest Florida, and Western Pennsylvania
Image: https://www.globalnewslines.com/uploads/2025/03/a44663b9aff40ba55aa35dd5663f4e98.jpg
True Wealth Design [https://www.truewealthdesign.com], a certified financial advisor firm specializing in wealth management and retirement planning, announced its expansion across northeast Ohio, southwest Florida, and western Pennsylvania. The move strengthens the firm's presence in key areas as more individuals and families seek professional financial planning [https://www.facebook.com/TrueWealthDesign/]services tailored to long-term financial security.
The expansion responds to increasing demand for financial advisors who provide integrated solutions, combining investment management, tax strategies, and estate planning under a single, structured approach. True Wealth Design has built its reputation on a fiduciary model, offering evidence-based guidance designed to align with client goals.
"Our focus has always been on delivering financial clarity through a structured planning process," said Kevin Kroskey, CFP, Managing Partner of True Wealth Design. "Expanding into new regions allows us to help more individuals and families make informed decisions about their investments, tax planning, and retirement strategies with a cohesive approach."
True Wealth Design's certified financial advisors [https://www.truewealthdesign.com/about-wealth-management-firm/] work closely with clients to develop strategies tailored to their specific needs. The firm offers guidance on portfolio management, tax-efficient investing, and estate planning, ensuring clients receive personalized financial plans that align with their goals.
Image: https://www.globalnewslines.com/uploads/2025/03/24cef9cb53e504082d57fbb07c141df8.jpg
As financial planning becomes more complex, many individuals look for experienced financial planners [https://www.truewealthdesign.com/financial-peace-of-mind-a-strategic-approach-to-retirement-planning/]near them who can provide clear, structured advice. True Wealth Design's expansion allows more households to access comprehensive financial planning services with a focus on aligning investment strategies with long-term objectives.
"People need more than generic financial advice," Kroskey said. "A successful plan considers all aspects of wealth management-investments, taxes, income planning, and estate strategies-to provide financial stability through every stage of life."
True Wealth Design specializes in retirement planning, helping clients transition from asset accumulation to sustainable income distribution. The firm also works with business owners to integrate tax-efficient financial planning strategies that align with corporate and personal wealth goals.
With locations in Akron, Canfield, Canton, and Hudson, Ohio; Sewickley, Pennsylvania; and Fort Myers and Naples, Florida, True Wealth Design is beefing up efforts to serve a growing client base. The firm also provides virtual financial planning services for clients nationwide.
The firm operates on a fee-only model, eliminating commission-based sales to ensure unbiased advice. Its certified financial advisors focus on client education, helping individuals and families make informed decisions about their financial future.
"Financial planning should be built around the client's needs, not product sales," Kroskey said. "Our expansion reflects our commitment to delivering structured, evidence-based financial advice that helps people plan smarter and live better."
The expansion is part of True Wealth Design's efforts to provide comprehensive, fiduciary financial planning, helping clients optimize their financial decisions and work toward long-term security.
Image: https://www.globalnewslines.com/uploads/2025/03/87eaccd2533049bd5c97dfc89091414e.jpg
About True Wealth Design
True Wealth Design is a fee-only wealth management and financial planning firm serving clients across northeast Ohio, southwest Florida, and western Pennsylvania. The firm specializes in investment management, retirement planning, and tax-efficient wealth strategies, offering tailored financial solutions for individuals, families, and business owners.
With a fiduciary commitment to acting in clients' best interests, True Wealth Design provides evidence-based financial planning to help individuals achieve long-term financial security.
For more information, visit https://www.truewealthdesign.com.
Media Contact
Company Name: True Wealth Design
Contact Person: Kevin
Email: Send Email [http://www.universalpressrelease.com/?pr=true-wealth-design-expands-financial-planning-services-across-northeast-ohio-southwest-florida-and-western-pennsylvania]
Country: United States
Website: https://www.truewealthdesign.com
Legal Disclaimer: Information contained on this page is provided by an independent third-party content provider. GetNews makes no warranties or responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you are affiliated with this article or have any complaints or copyright issues related to this article and would like it to be removed, please contact retract@swscontact.com
This release was published on openPR.
Permanent link to this press release:
Copy
Please set a link in the press area of your homepage to this press release on openPR. openPR disclaims liability for any content contained in this release.
You can edit or delete your press release True Wealth Design Expands Financial Planning Services Across Northeast Ohio, Southwest Florida, and Western Pennsylvania here
News-ID: 3933853 • Views: …
More Releases from Getnews
Que Removal Ltd Streamlines London Relocations with Enhanced Digital Booking and …
London, UK - February 20, 2026 - Que Removal Ltd, a London-based logistics and transportation provider, announces the consolidation of its residential and commercial removal services across Greater London. Operating from its headquarters in N5, the company aims to address the increasing complexity of urban relocations through a combination of local logistical expertise and a transparent digital booking infrastructure.
Moving within London presents unique challenges, from navigating Controlled Parking Zones (CPZs)…
Global Sensation in Dubai Skies: Legendary Arctic Aero-Vehicle "BegakFly" Conque …
Image: https://www.globalnewslines.com/uploads/2026/02/1771576882.jpg
Aerospace Designer Aleksandr Begak Debuts "BegakFly" in the UAE - An Innovative New-Class Transport Platform Integrating Off-Road, Marine, and Aerial Capabilities
DUBAI, UAE - February 20, 2026 - A new chapter in the history of Middle Eastern aviation was written as the innovative BegakFly EVO-ONE successfully completed its inaugural flight in Dubai. This event has resonated globally: the very same aircraft that previously made a historic flight over the North…
AI Doesn't Replace People; It Replaces Processes: An Interview with Val You Digi …
Image: https://www.globalnewslines.com/uploads/2026/02/1771576547.jpg
The rapid spread of artificial intelligence has raised a common concern among businesses and employees alike: will machines replace human jobs? While the fear is widespread, many experts argue that the real impact of AI lies elsewhere.
According to Valyou Digital, an AI agency working with businesses across sectors, artificial intelligence is not removing people from organisations. Instead, it is changing how work gets done by replacing inefficient processes.
"Most organisations…
VPM Solutions Launches DoorLoop Training Courses to Produce VPM-Certified Virtua …
VPM Solutions announced the release of two new DoorLoop training courses within the VPM Academy: DoorLoop 101 [https://hubs.ly/Q043jn8d0] and DoorLoop Advanced [https://hubs.ly/Q043jn5V0]. The courses are designed to train and certify virtual assistants on the DoorLoop platform, helping property management companies onboard skilled professionals more efficiently while ensuring consistent operational support.
As property management software grows, many companies face challenges in finding talent proficient in platform-specific workflows. Without trained personnel, tasks such…
More Releases for True
True Relief Blood Balance
True Relief Blood Balance is an all-natural supplement formulated to support healthy blood sugar levels. It's made with a blend of herbs, minerals, and nutrients known for their ability to regulate blood sugar, improve metabolism, and boost overall energy levels.
The supplement claims to target the root causes of blood sugar imbalances rather than just masking the symptoms. By taking True Relief Blood Balance regularly, users are encouraged to experience improved…
True Form Posture Corrector Reviews: Is the True Form Posture Corrector the Key …
True Form Posture Corrector Reviews: Is the True Form Posture Corrector the Key to Perfect Posture?
Stand tall and confident with True Form Posture Corrector! Engineered for comfort and effectiveness, it realigns your spine and reduces back pain. Lightweight and discreet, wear it anytime, anywhere. Improve your posture today!
The True Form Posture Corrector is a type of magnetic vest designed to help improve posture by providing back support and alignment. It…
Coast Guard Pride. The True Few
Born Ready apparel is proud to bring you an original design showcasing the pride and devotion of the active and veteran members of the United States Coast Guard. Veterans have spent the most precious years of their lives not only protecting the flag but wearing it. Whether sewn in or word over a patch, the American flag is a common sight for a US military member.
There was a time…
INDIA.COM LAUNCHES IN TRUE BOLLYWOOD STYLE
(New York, New York – August 19, 2013): India.com, a ZEE Entertainment initiative, launched in the United States with a big Bollywood fanfare at the 33rd annual India Day Parade in New York City. The parade which is the largest gathering of the Indian community outside India, had more than 150,000 footfalls.
India.com built a 70ft replica of the Red Fort, aka “La Qila” The Red Fort is…
The true Spanish for foreigners
A school of Spanish for foreigners offers its students extra-activities and classes: colloquial Spanish and reading clubs.
Valencia. It has been proved that studying a language just in class is not enough to learn it. A Student of Spanish as a foreign language needs not only the grammar, but a full everyday immersion into the language in order to learn those expressions that can’t be found in books.
It is important to…
Refrigeration: Upright and True.
The new range of upright cabinets from True Refrigeration combines lower energy consumption, competitive pricing and the option of hydrocarbon refrigerant. The range also features a ground-breaking warranty that not only covers the whole cabinet for three years but also gives five years on the compressor.
“Despite the increasing use of undercounters, uprights are still the UK’s most popular commercial cabinets in the quality refrigeration sector,” says…
