TruepointWealth.com

Financial needs and perspectives for women.

While the financial needs and perspectives of women are often distinct from those of men, we like to think of women as more than just a niche audience. You may have seen how other financial services firm like to cater to women like you. At Truepoint, we believe everyone client is unique and has different needs and interests when it comes to working with a wealth advisor. And we believe that developing a meaningful understand of who you are and what you want most in life is our core responsibility.

It’s not our job to say that you have different needs when it comes to managing your money – whether you are married or single. We both already know that. What is our job is to provide a community of like-minded women who care about finances, but more importantly, about how money can align with your values and generate happiness, not stress. Welcome to Truepoint’s Wealth Counsel, a community of our female clients, team members and professional partners!

Why it Matters

In case you’re not convinced that women should be engaged with their financial lives, let’s take a look at what the numbers tell us about women and wealth:

Women control

51^%

of the personal wealth in the US

Women control

^$14T

in assets

Women control

80^%

of household buying decisions

4/10

Women earn
more than men

Women outlive
men by

5-6_yrs

80^%

of women die
after their spouse

Our team is well-suited to relate to you and
your own life circumstances.

In an industry long dominated by men, Truepoint stands apart. We walk the walk and talk the talk. Women play a critical role in the management of our team as well as in the delivery of our financial advice. Consider this – half of our entire team is women, almost half of the shareholder group is women and more than half of our wealth advvisors are women.