True Wealth Management

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

TRUEPOINT IN THE NEWS

8Apr

Retirees Need Emergency Funds Too

Eric Ross quoted in Kiplinger's on how to build an emergency fund for retirement.
6Feb

Saving for Retirement When the Market Goes Crazy

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

Truepoint Viewpoint

Viewpoints

May 16, 2019
This month, we’re sitting down with Truepoint’s president, Steve Condon and Brad Felix and Devon Klumb of our RhineVest team in their Over-the-Rhine offices in downtown Cincinnati.
April 5, 2019
Market volatility is an inherent part of investing, but no one could have anticipated the roller coaster ride of the past few months.
March 8, 2019
When it comes to philanthropy, we encourage our clients to think about the meaningful volunteer activities to share with children.

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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