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True Wealth Management

We exist to create peace of mind and possibility.

TRUEPOINT IN THE NEWS

20Jan

Truepoint Wealth Counsel Names Three New Shareholders

Cincinnati Business Courier profiles new additions to shareholder group.
24Dec

Couples and Money: When Together Is Better

Eric Ross quoted in Kiplinger's on retirement savings strategies married couples should consider.

Truepoint Viewpoint

Viewpoints

February 14, 2020
P&G recently changed the timing of the annual LTIP award along with a new policy on how awards are treated at retirement or special separation.
For P&G award recipients, it's time for your RSU payout! For those who need to change their delivery preferences, now is the time to do so.
Income limits may prevent higher-earning individuals from making direct contributions to a Roth IRA, but there is a planning strategy known as a "backdoor" contribution.

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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