Wealth Management for P&G Employees and Alumni

Specialized P&G wealth management team that has partnered with P&G executives for several decades.

Financial Solutions for Every Step of Your Career and Beyond

Whether you’re still growing your career or preparing for retirement, our experienced team can help chart your course for the following stages of your career and beyond:

Early Career Long-Term Planning
Financing Children’s Education
Planning Retirement
Post-Retirement Investing
Starting a Consulting Career
Launching a New Business

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Why Truepoint?

• Based in Cincinnati, serving clients nationwide
• Experience working with P&G employees
• Dedicated P&G service team
• Specialists in the Frank Duke Method and P&G benefits package