Archives for July 2012
Truepoint Client Engagement Standards
Last December, my colleague, Courtney Weber, wrote the Viewpoint, “What is Wealth Management?” In it, Courtney stated that a successful wealth management experience ultimately leads to a long-term relationship between a client and his or her team of advisors. Truepoint works to develop long-term advisory relationships that are rooted in
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.