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 (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.