About Us
Who we serve
Our typical clients are Tech Professionals, Lawyers, and other mid-career professionals that are incredibly busy, very smart, and believe in getting professional advice.
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We may be a good fit if:
You have equity income
You want to minimize lifetime taxes
You want to make work optional
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About You
You have worked hard to get where you are, it's time your money works as hard as you do
â—† The financial industry has made managing money more complicated and expensive than it should be, layering on complexity and unnecessary jargon.
â—† You're smart and capable but navigating endless opinions online can leave you feeling more overwhelmed than informed.
â—† You’ve worked hard to give your family every opportunity they deserve.
Meet Our Founder
Dennis Reilly
Dennis founded True Wealth Strategy because he saw that many clients did not have an option for high quality, unbiased financial advice if they did not have millions in investable assets.
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Dennis completed his Certified Financial Planner coursework through the University of Georgia. He also holds an undergraduate degree in Finance and a master's degree in economics from American University.
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Dennis lives in McLean, Virginia with his wife, 2 kids, and their cavapoo, Jack. In his free time, he enjoys woodworking, working out, and spending time with his family.
