True Wealth Management

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

TRUEPOINT IN THE NEWS

6Feb

Saving for Retirement When the Market Goes Crazy

Michael Chasnoff quoted in Barron's on keeping portfolios on track during market volatility.
19Oct

Truepoint Named to the Best Places to Work List

Truepoint was recognized as one of the Cincinnati Business Courier’s 2018 Best Places to Work! This is the second time Truepoint has won in our category.

Truepoint Viewpoint

Viewpoints

February 11, 2019
We embrace evidence-based investing because it highlights how we use financial science to guide our decision-making.
January 7, 2019
“Far more money has been lost by investors preparing for corrections or trying to anticipate corrections, than has been lost in corrections themselves.” -- Peter Lynch
December 20, 2018
P&G compensation packages are critical pieces of a larger, cohesive financial strategy.

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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.

Truly Independent

Truly Independent

A proud legacy of independence and fiduciary responsibility.

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

Proud to be fully independent