TRUE WEALTH GROUP, LLC
OXFORD, FLORIDA

True Wealth Group, LLC is a financial services firm founded by Mark R. Lumia, headquartered in Lady Lake, Florida, an area known as 'The Villages'. Established on December 24, 2007, and incorporated with the Filed Number L07000126987, True Wealth Group has been committed to helping clients meticulously manage and preserve their wealth through intelligent financial planning. With a focus on providing purpose-based financial advisory services, Mark Lumia brings his extensive educational background in finance, graduating from the University of Florida, to the forefront as CEO. His philosophy revolves around the tailored management of retirement assets, emphasizing that there is no one-size-fits-all strategy for achieving a worry-free retirement. True Wealth Group supports clients through services including retirement income planning, Medicare and Social Security coordination, and tax burden reduction. The firm employs a team under Lumia's leadership to offer Investment Advisory Services through its affiliate, Retirement Wealth Advisors (RWA), which is a separate Registered Investment Advisor. Mark’s expertise is underscored by an array of credentials, including Certified Financial Planner®, Chartered Financial Consultant®, Certified Advisor for Senior Living®, and more. True Wealth Group leverages advanced tools like AssetLock™ to monitor portfolios actively, identifying potential risks based on predetermined client risk tolerance settings, thereby facilitating informed decision-making processes. Importantly, the company provides general financial guidance while advising clients to consult with tax professionals or attorneys for specific advice. Mark Lumia and his family reside in Ocala, Florida. The firm maintains its professional presence online at truewealthgroup.com and continues to operate following its recent annual report filing on April 3, 2024.