True Wealth Management

Re-imagining wealth management as truly independent, intellectually honest and authentically personal.

TRUEPOINT IN THE NEWS

17Oct

Is Your Stock Portfolio Too ‘Plain Vanilla’?

Scott Keller quoted in Fortune Magazine article on the importance of a diversified portfolio.
22Sep

Truepoint Named to Barron’s Top 100 Independent Advisors

Barron's 2017 list marks the seventh time Truepoint has been named to the Top 100.

Truepoint Viewpoint

Viewpoints

September 12, 2017
The recent Equifax data breach appears to be one of the largest cyber security incidents to date. This Viewpoint offers some details on what you should do.
For many wealthy families, keeping alive financial legacies for future generations is top-of-mind. But aside from passing down financial assets, what about sharing the values behind the original wealth creation?
At the 2017 Ladies Luncheon, we discussed how the changes we experience in our lives present unique opportunities for growth.

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OUR INVESTMENT APPROACH

Evidence-Based

Evidence-Based

Decades of evidence confirm the extreme difficulty of beating the market .

Emotionally Intelligent

Emotionally Intelligent

Investor behavior is often the primary determinant of long-term returns.

Proven

Proven

The evidence is clear – buy-hold-rebalance beats predictive and emotional.

Tax-Informed

Tax-Informed

A comprehensive plan aligned to your goals.

Long-Term

Long-Term

Focused on the long term and based on what is proven to work.

Truly Independent

Truly Independent

A proud legacy of independence and fiduciary responsibility.

Learn how Truepoint’s investing approach can help you gain confidence and take control of your financial future.

Who We Are

Founded

In 1990

One of the area’s first fee-only firms

True Fiduciaries

Always have been, always will be

100%

Employee Owned

Client-to-employee ratio of 19:1 (industry average 28:1)