David Smallwood, founder of True Wealth Partners, specializes in holistic financial planning that aligns investments with clients’ life aspirations and values. His firm serves professionals, families, and retirees with strategies for tax optimization, estate planning, and risk management. Based at 720 E Wisconsin Ave, Milwaukee, WI 53202, David prioritizes education and collaborative goal-setting to foster confidence. True Wealth Partners’ fiduciary standard ensures advice is always in clients’ best interests.