True Wealth Design
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We help successful families and individuals Plan Retirement Smarter and Live Retirement Better. They value time, transparency, and financial independence.
06/11/2026
💰 Imagine building wealth for decades... only to realize selling your investments could trigger a massive tax bill.
That's the challenge many investors face with highly appreciated stocks, ETFs, and concentrated positions.
In this episode, Tyler Emrick, CFA®, CFP®, breaks down a little-known strategy called a 351 Exchange, a potential way to diversify investments without immediately triggering capital gains taxes.
If you've ever felt trapped by a successful investment, this conversation is worth your time.
Watch it here: https://bit.ly/3RTFGnO
An important law got changed a number of years ago that effectively eliminated the option of undoing a Roth conversion. So that makes your decision to convert even more worthy of a conversation and plan ahead of time.
For years, many investors have relied on the stability and growth of U.S. markets, often viewing emerging markets as secondary options. But that hasn't been the case recently. That's why you want to be evaluating your portfolio on a consistent basis to rebalance as needed.
05/28/2026
📉 Most investment mistakes have NOTHING to do with picking the wrong stock.
The real problems usually come from:
⚖️ Poor diversification
🧾 Bad tax positioning
💰 Holding the wrong assets in the wrong accounts
📊 Chasing recent performance
In this episode of Retire Smarter, Tyler Emrick, CFA®, CFP®, explains why building a resilient portfolio matters more than finding the “perfect” investment.
Because smart investing is about structure, not headlines.
Watch it here: https://bit.ly/3RGM0P8
These year-end meetings are held at that time for a reason. We want to dig into the numbers and see what strategies are on the table before December 31.
If we can make some financial moves before the end of the year that benefit you, we want to be having those conversations.
So many of our clients have saved incredibly well over time, and trying to shift that mindset to one that begins spending more can be difficult.
But those are fun conversations to have and we love showing someone what's possible with the wealth they've accumulated.
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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 |
