About Us

Where Innovative Planning <br/>Meets Financial Experience

Where Innovative Planning
Meets Financial Experience

Founded in 2018, True Alpha Wealth Management is dedicated to guiding you on your financial journey with a mission centered around you and your family's well-being.

Our core values define our firm. As fiduciaries, we are committed to transparency, acting with integrity and exceptional service. With a financial planning first approach, we focus on understanding your financial needs before recommending any products. We embrace a long-term perspective and a client-centric approach, prioritizing your financial well-being above all. Our experienced and educated advisors are dedicated to serving your best interests, establishing that you receive both financial guidance and a remarkable client experience.

Our name, "True Alpha," reflects our commitment to delivering true risk-adjusted returns for our clients. Alpha, a measure of risk-adjusted returns, also signifies delivering something extra. At True Alpha Wealth Management, we aim to provide not only financial growth but also extraordinary service.

A Look Into Our Process

Our commitment is to be a steadfast partner in your financial journey, supporting you every step of the way.

Step 1:
Discovery Meeting

In the first meeting, we begin by gaining a clear understanding of your needs and current investments while introducing our firm and outlining our financial planning process.

Step 2:
Recommendations

In the second meeting, we discuss your financial plan, risk tolerance, and provide an analysis of your current investments. We offer clear recommendations and detail the fees and services we provide.

Step 3:
Implementation

Once we have gathered your information, we open accounts, transfer assets, and implement the agreed-upon investment strategy.

Ongoing Support

Throughout the year, we conduct periodic performance and investment reviews while remaining available to you at any time. We continuously monitor for tax loss harvesting opportunities and other investment and tax-saving strategies as they align with market conditions.

Advisors did not pay a fee to be considered for awards. Firm is not affiliated with nor endorsed by above entities. Inclusion in these rankings is not indicative of the advisors' future performance. See below for methodology disclosures.

Who We Are

True Alpha Team

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Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

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About Us

Where Innovative Planning
Meets Financial Experience

A Look Into Our Process

Step 1:
Discovery Meeting

Step 2:
Recommendations

Step 3:
Implementation

Ongoing Support

Who We Are

True Alpha Team

Brian C. Duttera, CF2^®

Tyler R. McKean, CF2®, CEPA, AWMA

Steven H. Hafner, CF2^®, AIF^®

Elizabeth A. Skrinak, CFP^®, CF2^®

Tessa E. Steinemann, CFP^®, CDFA^®

Chad E. Wicker, AAMS^®

Stephanie M. Fratoe

Janice A. Grasl

Megan A. McKean

Sarah C. Przyojski

^{Ready To Get Started?}
Take the First Step

About Us

Where Innovative Planning Meets Financial Experience

A Look Into Our Process

Step 1: Discovery Meeting

Step 2: Recommendations

Step 3: Implementation

Ongoing Support

Who We Are

True Alpha Team

Ready To Get Started?Take the First Step

Test Your Investment Knowledge!

Where Innovative Planning
Meets Financial Experience

Step 1:
Discovery Meeting

Step 2:
Recommendations

Step 3:
Implementation

^{Ready To Get Started?}
Take the First Step