Archives for September 2011
I am pleased to introduce to you our inaugural Annual Report – an update on the state of our firm and reflection on twelve months of Truepoint’s growth and development. Historically we have presented this information exclusively at our Annual Client Meeting in the form of a “firm update.” However, we
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.