By definition, Truepoint is in the “wealth management” business. While this term reflects our professional function and primary goal of enhancing our clients’ financial wellbeing, the ultimate purpose of the work we do goes much deeper than the dollars. True joy for us comes in helping our clients’ aspirations become reality.
Archives for December 2015
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.