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 firms like to cater to women like you. At Truepoint, we believe every 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 understanding 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 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. Welcome to Truepoint’s Women’s Wealth Counsel, a community of our female clients, team members and professional partners!
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:
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 advisors are women.
So come on this journey with us. When you work with Truepoint, you become a member of this special community. Aside from establishing a relationship with a team that can connect your money with your life, you’ll have the chance to connect with our like-minded women. We host a variety of events, designed to provide fun social opportunities as well as continuing education on various topics that impact women and families. Additionally, we love to help you with some of the questions and topics that might need further clarity in your life:
We strongly believe in supporting the organizations in the Cincinnati community who share the same commitment to empowering and inspiring women, and many of our team members have deep connections to these groups.
Join our mailing list, and we’ll keep you in the loop on the Women’s Wealth Counsel