True Wealth Management

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

TRUEPOINT IN THE NEWS

20Dec

Surveys: Let Your Clients Help You Help Them

Alexandra Ollinger featured in NAPFA Advisor Magazine on the importance of client surveys
30Nov

Half of Americans Don’t Have a Will. Here’s How to Fix That for Your Family

David Bross quoted in Money Magazine article on making sure your family is protected

Truepoint Viewpoint

Viewpoints

Valuing and exercising stock options can be complicated, and any decision to exercise an option should be made in a broader financial planning context.
April 18, 2017
At Truepoint, we take an integrated approach to stock options – combining each specialty area into a unique recommendation for each of our clients.
As income limits may prevent higher-earning individuals from making direct contributions to a Roth IRA, there are two funding avenues to consider.

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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)