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Truepoint Wealth Counsel

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We exist to create peace of mind and possibility.

TRUEPOINT IN THE NEWS

17Jun

2020 Cincinnati Enquirer Top Workplaces

Truepoint named to the 2020 Top Workplaces list by the Cincinnati Enquirer.
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24Apr

A Guide To Estate Planning During The Coronavirus Pandemic

David Bross quoted in HuffPost article on the types of documents needed for an estate plan.
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Truepoint Viewpoint

Viewpoints

Truepoint Talks: Understanding the Long-Term Care Landscape

Truepoint Wealth Counsel
August 12, 2020
Our Truepoint Talks webinar series shifted gears to explore the vast topic of aging and long-term care needs.
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Introducing Truepoint’s Approach to Aging and Caregiving Needs

July 31, 2020
Over the past several months, the Truepoint Team has dedicated the time to explore the ways we can assist our clients with navigating a range of issues around the topics
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Contributing to P&G’s Profit Sharing Trust (PST)

and
July 20, 2020
It’s PST contribution season! And nothing kicks off a new fiscal year like your annual Profit Sharing Trust contribution – a contribution made by P&G on your behalf.
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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

Truepoint Wealth Counsel, LLC
9999 Carver Road Suite 200 Cincinnati, OH 45242
513.792.6648
or
800.792.6648