The Meaning in Truepoint’s Work

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. Our goal in serving clients is to free their time and ease their minds when it comes to financial matters, so they can focus on the things that matter to them most. Through proactive planning and hands-on execution, we help grow our client’s ability to invest in the people, passions and pursuits they love.

Whether it’s providing educational opportunities for children and grandchildren, fueling philanthropic initiatives and giving back, or finding a new life purpose in “retirement,” our clients make a tremendous difference in the world around them. We are proud to be the support system they rely on to further leverage that impact!

Truepoint’s Aspirations

In recent years, “leverage” has become a negative word in the financial world. But it remains a fitting description of the advantage we deliver to our clients. Simply put, the better we are at what we do, the greater the leverage we provide our clients – growing our impact and theirs. The desire to maximize this impact underlies our collective drive to deliver the best wealth management experience in the industry.

These are not just words on paper – Truepoint’s history reflects our commitment to serving clients better than anyone. From our founding as one of the early independent, fee-only advisory firms, to our adoption of an investment philosophy rooted in scientific evidence, Truepoint’s approach often differs from that of our peers.

Likely the greatest distinction in the client experience we provide lies in our in-house capabilities. In 2003, estate strategy and income tax planning and preparation became a fully integrated part of our wealth management service. More than 12 years later, these capabilities still make Truepoint unique.

It’s no accident that such a comprehensive approach remains rare in the industry. The accompanying internal expense and operational complexity deters most firms from moving beyond investment management and basic financial planning. For us, however, we see the value it creates every day – not only in our clients’ financial results, but in the confidence and simplification it brings to their lives.

Our Promise

While many advisors refer to themselves as “wealth managers,” Truepoint is specifically built to deliver true wealth management. In addition to Truepoint’s eleven wealth advisors who lead client relationships, we have eighteen other professionals dedicated solely to subject matter expertise across the financial disciplines of investment management, financial planning, tax management and estate planning.

While other advisory solutions may work well for those with limited needs, Truepoint is uniquely suited to serve those whose wealth creates both complexity and opportunity. Our history demonstrates our commitment to investing in the industry’s premier wealth management experience. We simply ask for your continued support in two ways:

• please let us know along the way how we can serve you even better, and
• if you know someone whose impact could be further leveraged by our comprehensive approach, we’d love to meet them!