Retirement: Your greatest adventure awaits.

Let’s Get You Ready!

The next chapter of your life should be one of adventure, not financial anxiety. Stop worrying and start living with a coach that puts your needs first.

Meet Us

TrueWealth is a fee-only fiduciary financial advisor in Bellevue, WA.

No Annuities. No Commissions. No Worries.

Retirement: The most exciting **- and terrifying - time of your life**

You've spent decades working hard, but are you ready for what comes next?

The #1 fear retirees face isn’t just financial - it’s uncertainty.

Will you have enough?

Will it last?

Why gamble with your future when you can plan it with purpose?

Retire with a smile, not a spreadsheet

With our help, you’ll wave goodbye to uncertainty and say hello to a well-planned future. Our clients don’t just secure their finances - they secure their peace of mind, enjoying every moment of retirement without a second thought about money.

Real Client Reviews

True Feedback. No Scripts.

Your roadmap to a stress-free retirement

Retirement is too important to leave to chance. At TrueWealth, we don’t sell products. We don’t use annuities or charge commissions. We offer real solutions. As your fee-only fiduciary financial advisor, we are 100% focused on your future. No nonsense. No fine print. Just a customized plan to help you live your best life.

Most Advisors Only Talk Investments

We cover all six areas of financial planning

Investment Planning

We consider your Asset Allocation Efficiency, Risk Profile, Cost Structure, and planned distributions for assets like:
401(k)’s, Traditional IRA’s, Roth’s, 529’s, Deferred Comp, ESPP’s, RSU’s, Stock Options, Concentrated Equity Holdings, and more.
Tax Planning

Many CPAs focus on accounting for last year. We focus on the reduction of future taxes.
Strategies include Tax-Loss Harvesting, Roth Conversions, Capital Gains Tax Exemptions, Asset Location, Tax Arbitrage, Deferred Compensation, and more.
Retirement Planning

Investment Risk, Bucketing Strategies, Pension Choices, Social Security Optimization, Healthcare Costs, Inflation, Investment Taxes,
Our goal is to bring all the pieces together into a clear actionable strategy that takes the stress out of retiring.
Estate Planning

Wills, Trusts, Succession Planning, Asset Ownership, Special Needs Trusts, Estate Liquidity, and Philanthropy are considered.
Financial Positioning

Stress test your Cash Reserve Levels, Debt Management, Future Cashflow, and Retirement Income.
Protection Planning

Consider what-ifs in your plan like Long-Term Care, Early Death of a Spouse, Medical Expenses, and Workplace Coverage.

When your paychecks stop, the stakes are high

We understand the unique challenges retirees face. When you’re young and still working you can recover from a mistake. You don’t get a “do-over” with retirement planning.

When you have a financial coach on your side, the feeling of “what could I be missing?” can finally slip away and your retirement adventure can begin!

3 Steps to Building a Retirement You’ll Love

Step 1: Schedule a Free Intro Call

We help you explore what retirement could look like for you.
Step 2: Get Your Finances Ready

We develop a personalized strategy that fits your lifestyle and goals.
Step 3: Retire Without Looking Back

You’ve earned this. Now live it.

SCHEDULE

They Took Control of Their Future, Now They’re Living It

Hear their stories. See how TrueWealth turned anxiety into excitement and helped these clients live their best lives. Don’t just take our word for it - hear from those who’ve lived it.