In the midst of this significant turmoil in the financial markets, we convened our second Annual Client Meeting at the Cincinnati Art Museum. Nearly 250 clients and guests attended and heard a brief recap of our firm’s progress, achievements and strategic plans. For obvious reasons, the program focused on the
Archives for October 2008
Truepoint Wealth Counsel is a fee-only Registered Investment Adviser. Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & 2B filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.