Our upcoming 2014 Client Meeting will mark the kick-off to Truepoint’s 25th anniversary. As one of the early fee-only advisory firms, the evolution of Truepoint has revolved around one thing: always striving to serve the client better. And our dedication to continually improving the client experience is as fervent today
Archives for September 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.