Client Survey - Thank You

Skip to content

Wealth Management

Tax Firm

Client Login

Search

Who We Are
What We Do
Who We Serve
Insights

Who We Are
What We Do
Who We Serve
Insights

See If We’re a Fit

Thank you for your feedback. We appreciate you as a client!

Are We a Fit? Let's Meet

See if our financial planning and investment strategies fit your goals. We offer a free, no-obligation consultation—by phone, online, or in person—to learn your needs and confirm the right fit.

See If We’re a Fit

535 Third Street, Beaver, PA 15009

Serving Pittsburgh, Wexford, Cranberry Township, and clients nationwide. Three Cord True Wealth Management is a fiduciary, fee based firm offering integrated financial planning and tax strategy.

535 Third Street, Beaver, PA 15009
724-683-3450
team@3CTrueWealth.com

Group 531 Group 532 Group 533

What We Do

Financial Planning
Retirement Planning
Investment Management
Tax Planning
Estate Planning
Insurance & Wealth Management
Business Ownership Planning
Executive Compensation Strategies
Cybersecurity
401(k) Plan Services
Kingdom Advisors

Disclosures

Privacy Policy
Privacy Notice
Form CRS
Form ADV 2A

LPL Disclosures

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Three Cord True Wealth Management, LLC, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, DC, FL, GA, IA, KS, MD, ME, MA, MI, MO, NV, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV.

Professionals associated with Three Cord True Wealth Management,LLC may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Three Cord True Wealth Tax Solutions, LLC, and not affiliated with LPL Financial. Tax-related services offered through Three Cord True Wealth Tax Solutions, LLC DBA [Three Cord True Wealth Management, LLC]. Three Cord True Wealth Tax Solutions, LLC is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax-related services.

No client of Three Cord True Wealth Management, LLC is under any obligation to use the services of Three Cord True Wealth Tax Solutions, LLC and can engage a non-affiliated Certified Public Accountant or tax preparation service provider.

Three Cord True Wealth Management Important Disclosures

Three Cord True Wealth Management, LLC is an SEC-registered investment advisor. Three Cord True Wealth Management, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Three Cord True Wealth Management, LLC website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information such as articles written by third parties, firm-written newsletters and/ or publications, and third-party links. Accordingly, the publication of Three Cord True Wealth Management, LLC website on the Internet should not be construed by any consumer and/ or prospective client as our Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Advisor with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Three Cord True Wealth Management, LLC, a copy of Three Cord True Wealth Management, LLC’s current written disclosure statement discussing Three Cord True Wealth Management, LLC’s business operations, services, and fees is available at the SEC’ s investment advisor public information website -www.adviserinfo.sec.gov 307480 or from the Advisor upon written request, nraught@3ctruewealth.com.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Advisor), will be profitable or equal any historical performance level(s).

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/ or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Three Cord True Wealth Management, LLC and individually licensed and appointed insurance agents.

See If We’re a Fit

Who We Are

What We Do

Financial Planning
Retirement Planning
Investment Management
Tax Planning
Estate Planning
Insurance & Wealth Management
Business Ownership Planning
Executive Compensation Strategies
Cybersecurity
401(k) Plan Services
Kingdom Advisors

Financial Planning
Retirement Planning
Investment Management
Tax Planning
Estate Planning
Insurance & Wealth Management
Business Ownership Planning
Executive Compensation Strategies
Cybersecurity
401(k) Plan Services
Kingdom Advisors

Who We Serve

Insights

Search

Call
Client Login