Truepoint recently hosted a successful Women’s Wealth Counsel event focused on “Preparing for the Unexpected.” We discussed best practices for managing the aftermath of life’s emergencies and distributed step-by-step information sheets to use in the event of a loved one’s death, a divorce or job loss. Additionally, attendees received a
Last December, my colleague, Courtney Weber, wrote the Viewpoint, “What is Wealth Management?” In it, Courtney stated that a successful wealth management experience ultimately leads to a long-term relationship between a client and his or her team of advisors. Truepoint works to develop long-term advisory relationships that are rooted in
Confidence and security come through knowledge and planning Women are increasingly becoming the financial decision makers in many households. Women control 14.3 trillion dollars or 51.3% of the country’s wealth and this number is expected to grow. As a result of death, disability or divorce, 95% of women will be their
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.