True Wealth Management

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

TRUEPOINT IN THE NEWS

14Jul

How Much of Your Company’s Stock Is Too Much?

Truepoint mentioned in Wall Street Journal article.
5Jun

Top Workplaces in Cincinnati

Cincinnati Enquirer lists Truepoint as one of the top 55 small companies in Cincinnati.

Truepoint Viewpoint

Viewpoints

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.
Valuing and exercising stock options can be complicated, and any decision to exercise an option should be made in a broader financial planning context.

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To Teach Your Kids About Money?

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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)