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 (RIA). 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.