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Truepoint Wealth Counsel
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Truepoint Wealth Counsel is a fee-only fiduciary financial advisory firm, 100% employee-owned, specializing in evidence-based investment strategies, tax planning, and estate planning. It is dedicated to providing a personalized financial advisory experience, aligning guidance with clients' personal values and goals.
Overview and Management
Establishment Year
1990
Mission
Our mission is to connect the various aspects of your financial life, delivering peace of mind and the potential for a prosperous future.
Values
Collaboration, accountability, humility, compassion, continual improvement, and exceeding client expectations.
Investment Roles
Direct Investor
Participant Demographics
Serving business owners, families, corporate executives, institutional investors, P&G employees, and women.
Generational Wealth Planning
Focuses on wealth preservation, multi-generational planning, and succession planning through estate strategies and philanthropic optimization.
Risk Tolerance
Employs evidence-based, long-term investment strategies with disciplined rebalancing and goal-oriented planning.
References or Case Studies
Team Experience
39 CFPs, 18 CPAs, 7 CFAs, and other certified professionals
Notable Achievements
Surpassed $1 billion in AUM by 2009
Project Track Record
Supports 803 families and 61 institutions across 40 states
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC
Compliance History
No major violations mentioned
james.hadaway@dinsmorecomplianceservices.com
Phone Number
(513) 792-6648
Address
Cincinnati United States