Truepoint July 31, 2020
Introducing Truepoint’s Approach to Aging and Caregiving Needs
Women’s Wealth Counsel
It began back in 2010 with a simple vision: develop a deeper relationship with our growing number of female clients. And what started out as an initiative has grown into a meaningful movement within our firm and our community.
Are you looking to work with a financial advisor who can understand your needs and perspectives? Perhaps you feel that other firms can’t really relate to your experiences? Or maybe you simply want a trusted partner to help align your goals with your financial plan?
We invite you to learn more about the Women’s Wealth Counsel experience and see what happens when women invest in women.
Our team is well-suited to relate to you and your own life circumstances. We walk the walk and talk the talk, and in an industry long dominated by men, we stand apart. 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 are women, almost half of the shareholder group are women and more than half of our wealth advisors are women.
No two stories are the same. Whatever your financial goals, our progressive wealth approach can help make them a reality. When you work with Truepoint, you become a member of our community. We host a variety of events, designed to provide fun social opportunities as well as continuing education on timely topics.