Kevin Kroskey
About True Wealth Design, LLC:
As of 3/31/2024, we serve 450+ wealth clients (manage $600MM+ on their behalf) and 700+ tax/accounting clients, helping them all Plan Smarter and Live Better. We have multiple highly experienced and credentialed professionals -- CERTIFIED FINANCIAL PLANNER" Professionals, CFA® or Chartered Financial Analysts®, and CPAs -- on our team. We serve clients nationwide and have offices in Ohio (Akron, Bay Village, Canfield, Hudson), Pennsylvania (Sewickley) and Florida (Ft. Myers, Naples).
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 low-cost, tax-efficient, and well diversified portfolios that are thoughtfully aligned to your retirement plan and spending needs.
Our Team
Tyler was born and raised in a small two-traffic light town outside of Columbus, OH, and attended Miami University. He graduated with degrees in both Finance and Decision Sciences (aka Statistics). He and his wife Jenn moved to northeast Ohio in 2014. They have since added to their family in 2019 and 2021 when their daughters, Livia and Nora, were born. Tyler enjoys spending time with his family, hiking, watching Ohio State football, and trying out new restaurants.
5288710
143194
801-113277
598729
Fidelity, Pershing, Schwab
Registered with the Securities and Exchange Commission
Akron,Brecksville,Broadview Heights,Canton,Cleveland,Cuyahoga Falls,Hudson,Medina,Richfield,Stow,Strongsville,Uniontown,Wadsworth
20
18
Tax Advice and Services, Investment Advice & Management, Retirement Planning
Yes
No
Yes
Yes
I have a clean record
I have a clean record
CFP®, MBA
Series 65
Financial Planning Association (FPA)
Bonds, Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI)
Phone, Video Conference, Our Office
Fee-Based
$500,000
450+
$600+ Million
$600,000,000
Yes
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
How are you compensated? How will I pay for your services?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. You can read True Wealth Design's disclosure brochure at http://www.truewealthdesign.com/compliance.
Additional Detailed Disclosures
True Wealth Design is an Investment Advisor registered with the Securities & Exchange Commission. Number of clients and amount of assets are accurate as of 3/31/2024. True Wealth always acts in a fiduciary manner to serve clients. No commissions on investment products are received. Insurance comprises < 1% of revenues and is provided as a convenience to clients. First-year commissions fully disclosed upon request.
When: 12/01/2022 | By:
Location:
Details: True Wealth Design is proud and honored to be selected by the Case Western Reserve University School of Management as a 2022 Weatherhead 100 winner. Can read more at <a href="https://www.truewealthdes...
