True Wealth Design

True Wealth Design We help successful families and individuals Plan Retirement Smarter and Live Retirement Better. They value time, transparency, and financial independence.

True Wealth Design was created to make a substantial positive difference in our clients’ lives, our employees’ lives and the communities where we live and work. The means by which we strive to do this is by delivering holistic financial advice. With our uncommon and deep expertise in retirement, tax, and investment planning, we provide complete integration of your financial life, giving you the cl

arity and confidence to pursue your dreams while protecting your family’s future. Over the years, we have found our clients—while diverse and unique—have similar needs and traits at their core. Our clients tend to be like ourselves—ambitious, friendly, generous, and optimistic people. They love their families and do their best to live life on purpose. They are successful, smart, and seek advice from subject-matter experts. They prefer to stay informed but delegate day-to-day management duties to free up their time. Clients most often come to us when they are experiencing financial complexities that arise when planning for retirement. Whether you are at the end of a successful career or at the earlier stages of one, we can effectively serve you with an appropriate level of services, helping make the most of what you have and providing the financial peace of mind you seek.

09/01/2026

The step-up in cost basis that happens when you inherit certain investments can help you wipe out any gains that were made and sell them without owing any taxes.

08/28/2026

You need to know exactly what you've inherited because different assets and accounts come with different timelines and tax rules. Before you can make any decisions, you need to understand what you have.

Inherited money? Don’t make your first move too quickly.Cash, an IRA, a Roth account, real estate, investments, and annu...
08/27/2026

Inherited money? Don’t make your first move too quickly.

Cash, an IRA, a Roth account, real estate, investments, and annuities can all create very different tax consequences.

One simple decision—like cashing out an account just to “deal with it later”—could create a tax bill you never expected.

Understand what you inherited first. Then decide how it fits into the rest of your financial life.

🎧 Tyler Emrick, CFA®, CFP® walks through the first decisions to make after receiving an inheritance. Watch it here: https://www.truewealthdesign.com/podcasts/you-just-inherited-money-now-what/

08/25/2026

The probate process can often be slower and more complicated than you anticipate, and it also means your assets will no longer be private. This is something to be aware of when you use a will for your estate plan.

08/22/2026

The first line of defense you have to keep your assets out of probate is Transfer on Death instructions and beneficiary elections. This is the minimum you should be doing as you begin thinking about an estate plan.

You have a will. Your estate plan is done… right? Not necessarily.Beneficiary designations, account titling, transfer-on...
08/21/2026

You have a will. Your estate plan is done… right? Not necessarily.

Beneficiary designations, account titling, transfer-on-death instructions, trusts, and even conversations with your family can all play a role in determining what happens to your assets.

And here's the part that surprises many people: having a will doesn't necessarily keep your estate out of probate.

In this episode of Retire Smarter, Tyler Emrick, CFP®, CFA® breaks down the estate planning basics every retiree should understand and where to start if it's been years since you looked at your plan.

Watch our Estate Planning 101 video here: https://bit.ly/4xX1EpC

08/18/2026

The investments that you hold in a taxable brokerage account can have substantial ramifications on what you owe year to year. That's why we want to take a thoughtful approach to which investments we put in those accounts.

08/15/2026

All of your accounts are going to be looked at differently from a tax standpoint, which is why you should be looking at what you hold in each account. Asset location gets overlooked by a lot of people, but it's an important investment strategy.

The investment may be right, but it could be sitting in the wrong account.A dividend-producing investment in a taxable a...
08/13/2026

The investment may be right, but it could be sitting in the wrong account.

A dividend-producing investment in a taxable account may create a tax bill every year. Place that same investment inside an IRA, and more of the money may stay invested and continue compounding.

That is the power of asset location.

It is not about changing what you own. It is about being more intentional about where you own it.

In this latest video, Tyler explains how small tax efficiencies can add up over a long retirement.

Watch it here: https://www.truewealthdesign.com/podcasts/the-most-important-investment-decision-isnt-what-you-think/

08/11/2026

Spending in retirement is a bigger problem than many people expect it to be. There's a slow progression of confidence that you're retirement is on track, which is why we're meeting with clients on a consistent basis to review everything.

Address

700 Ghent Road, Suite 100
Akron, OH
44333

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

(330) 777-0688

Website

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