Truepoint Wealth Counsel

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In the News

  • WSJ

    quotes Tom Bentley, CFP®, CTFA: Shielding Inherited IRA’s From Creditors

    - Apr. 3 read article >
  • Bankrate.com

    quotes Susan Dsurney, CFP®, CTFA: How to Live a Life of Luxury Without Going Broke

    - Jan. 14 read article >
  • WSJ

    quotes Courtney M. Weber, CPA, CFP®: Voices: Helping Wealthy Clients Save for Retirement

    - Jan. 8 read article >

Truepoint Viewpoint

  • The Real World Beckons: Sending Our Children Off with Solid Financial Advice By Liz Niehaus, CFP®
  • Enhancing the Security of Your Personal Information By Scott M. Barbee, CPA, CFP®
  • Hedge Funds: Losing the Million Dollar Bet By Scott Keller, CFA, CAIA
  • Stewardship and Your Financial Plan By Eric Ross, CFP®

Investing With Confidence

Truepoint Wealth Counsel LLC | 4901 Hunt Road, Suite 200 | Cincinnati, OH 45242 |
Phone: 513.792.6648
 | Fax: 513.792.6644
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