THREE CORD TRUE WEALTH MANAGEMENT, LLC
SEC RegisteredTomorrow Starts Today.
About the firm
Three Cord True Wealth Management is a fiduciary, fee-based financial planning firm based in Beaver County, Pennsylvania, serving clients across Pittsburgh and nationwide. The firm integrates tax planning and wealth management under one roof, offering personalized financial strategies through a team of credentialed professionals including CFP®, CPA, CFA®, and EA designations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Integrated tax and wealth planning, financial planning, tax-smart investing, values-based wealth planning, retirement planning, business valuation, tax services, and life insurance guidance, delivered through an ongoing advisory relationship called the True Wealth Blueprint™.
Who they serve
Pittsburgh area's most successful families, professionals, and retirees
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 323 | $67M |
| High Net Worth Individuals | 254 | $249M |
| Charitable Organizations | 3 | $670k |
| State/Municipal Entities | 1 | — |
44 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THREE CORD TRUE WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.