Your Strategic Alliance in
Building a Strong
Financial Foundation.
Client stewardship is our highest priority. By combining insight, experience, and disciplined strategy, we guide financial decisions with clarity, confidence, and continuity—supporting you through every season of life.
Who We Are
Beyond Traditional
Finance – A New Era of
Wealth Strategy.
Understanding the value of True Wealth Strategies Wealth Management as a financial advisor.
Where Decisions Align
Clarity First. Confidence Built. Continuity Sustained.
At True Wealth Strategies – Wealth Management, we take a distinctive approach to financial decision-making designed to help clients better understand their overall financial position by evaluating assets, liabilities, risks, and cash flow in a coordinated and intentional way.
By challenging conventional thinking and reducing fragmentation across financial decisions, we help clients explore planning considerations and strategies intended to support both wealth accumulation and preservation over time. Our approach emphasizes thoughtful analysis, coordination, and adaptability as financial circumstances, markets, and personal goals evolve.
$1.6B
Administered Assets
$92M
Recurring Total Insurance Premium
$9.0B
In-force death benefit designated for future community impact
Represents in force cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.
Meet the Team
We serve all of our clients via a team approach. Our team approach is a collaborative way of working where multiple professionals with different areas of experience coordinate their efforts to serve our clients, rather than relying on a single advisor.
Why a team approach?
Our team approach allows your financial plan to be highly developed, implemented, and monitored by a group of specialist – each focused on a specific aspect of your financial life – working together toward the same financial goals.
Why does it matter?
Realization and capturing of broader experience, continuity of service, better coordination across investments, insurance, taxes awareness, and estate planning, and fewer gaps or conflicts between financial decisions.
Van A. Ewing II, MBA RICP® CLF®
Director of Wealth Management & Wealth Management Advisor
Van A. Ewing II serves as the Director of Wealth Management and Financial Advisor at True Wealth Strategies (TWS), an Illinois-based boutique firm specializing in risk and wealth management. Headquartered in the Chicago metro area, TWS...
Michael P. Taff
Registered Financial Professional
Michael Taff brings over 18 years of experience in the financial services industry and serves as a Registered Financial Professional at True Wealth Strategies. He leads a holistic practice focused on...
Samuel Pacelli
Wealth Management Advisor
Elizabeth H. Ewing
Marketing Director
Elizabeth Ewing is a Marketing Consultant for True Wealth Strategies – Wealth Management, where she leads the planning, execution, and evaluation of marketing initiatives. In her role, she manages social media strategy, supports...
Seth W. Howard
Senior Financial Administrator
Our Process
Coordinated Solutions for your Financial Life
Your next chapter starts here.
Align every aspect of your financial life into one coordinated, forward-looking strategy.
Get Started
How Can We Help You Move Foward?
A 20-Minute Conversation Could Bring Clarity.