True Wealth Design Email Formats
Investment Management • 
Fairlawn, Ohio, United States • 11-20 Employees
True Wealth Design Email Formats
True Wealth Design uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@truewealthdesign.com), used 61.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@truewealthdesign.com | 61.1% |
{first initial}{last name} | jdoe@truewealthdesign.com | 27.8% |
{last name}{last name} | doedoe@truewealthdesign.com | 11.1% |
Key Contact at True Wealth Design
Natalie Todd
Tax Director
Company overview
| Headquarters | 700 Ghent Road, Suite 100, Akron, OH 44333, US |
| Phone number | +18558937526 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Tax Planning, Wealth Management, Retirement Planning, Outsourced Accounting, Business Consulting, Tax Preparation, Investment Management, Retirement Distribution Planning |
| Founded | 2005 |
| Employees | 11-20 |
| Socials |
About True Wealth Design
We cater to successful families and business owners, providing an integrated approach to your financial planning, tax, investment, and business needs. As of 2/1/25, we serve 370+ wealth clients, 350+ businesses, and prepare 1,500+ tax returns. We have multiple highly experienced and credentialed professionals -- CFP® Professionals, CFA® Charter Holders, and CPAs -- on our team, serving clients nationwide from offices in Ohio (Akron, Canton, Canfield, Hudson), Pennsylvania (Sewickley) and Florida (Ft. Myers, Naples). Business Owners: We can handle your accounting, tax, payroll, and advisory needs to free you up to focus where you prefer. Retirement Planning: We specialize in retirement planning, retirement distribution planning and cash flow management. Tax Planning: We provide proactive accounting and tax services through our True Wealth Accounting & Tax division. Investment Management: Our investment philosophy is science-based and focuses on reasonable-cost, tax-efficient, and well diversified portfolios that are thoughtfully aligned to your retirement plan and spending needs. Visit www.TrueWealthDesign.com for more information and to schedule a complimentary consultation and second opinion.
Employees by Management Level
Total employees: 11-20
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Employees
Employees by Department
True Wealth Design has 12 employees across 3 departments.
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Number of employees
Funding Data
True Wealth Design has never raised funding before.
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