In his January Truepoint Viewpoint, our CEO and Founder, Michael J. Chasnoff, CFP®, emphasized our commitment to continually improving our client experience, and he mentioned that we would be launching several initiatives in 2014 to do just that. Now four months into the year, we are excited about the progress
Archives for April 2014
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.