About Truepoint wealth counsel
Truepoint Wealth Counsel: Achieving Financial Peace of Mind Since 1990
Truepoint Wealth Counsel is a fee-only wealth management firm based in Cincinnati, OH. The company has been helping clients achieve financial peace of mind since 1990. With over three decades of experience, Truepoint has established itself as a trusted advisor to individuals and families seeking to build and preserve their wealth.
At Truepoint, the focus is on providing personalized financial planning and investment management services that are tailored to each client's unique needs and goals. The firm's team of experienced advisors works closely with clients to develop comprehensive financial plans that take into account their current financial situation, future aspirations, risk tolerance, and other factors.
One of the key advantages of working with Truepoint is its fee-only structure. Unlike many other wealth management firms that earn commissions or fees based on the products they sell or recommend, Truepoint operates on a transparent fee-for-service basis. This means that clients can be confident that their advisor's recommendations are always in their best interest.
Another advantage of working with Truepoint is its commitment to ongoing education and research. The firm's advisors stay up-to-date on the latest trends and developments in finance through regular training sessions and by attending industry conferences. This ensures that they are able to provide clients with cutting-edge advice based on the most current information available.
Truepoint offers a wide range of services designed to help clients achieve their financial goals at every stage of life. These include retirement planning, tax planning, estate planning, college savings plans, investment management services for individuals and families as well as institutional investors such as endowments & foundations.
Retirement Planning: One area where many people struggle is preparing for retirement - how much money will you need? How much should you save? What investments should you make? At TruePoint we help our clients answer these questions so they can retire comfortably without worrying about running out money during retirement years.
Tax Planning: Taxes can be one of your biggest expenses throughout your lifetime; however there are ways you can minimize them legally through tax-efficient investing strategies like asset location (placing assets in accounts where taxes will be lower), tax-loss harvesting (selling losing positions at year-end), Roth conversions (converting traditional IRA/401k funds into Roth accounts) etc., which we offer our clients at no additional cost!
Estate Planning: Estate planning involves more than just creating a will; it also includes setting up trusts for children/grandchildren or charitable organizations if desired by client(s). We work closely with estate attorneys who specialize in this area so our client(s) have peace-of-mind knowing everything has been taken care off when it comes time for distribution after death occurs.
College Savings Plans: College tuition costs continue rising every year making it difficult for parents/grandparents/guardians who want provide higher education opportunities for loved ones without breaking bank! We offer various college savings plans including 529s which allow contributions grow tax-free until withdrawn when used towards qualified educational expenses like tuition/books/room & board etc., giving parents/grandparents/guardians flexibility while saving money over time!
Investment Management Services: Our investment philosophy focuses on long-term growth while minimizing risk through diversification across multiple asset classes such as stocks/bonds/cash equivalents/real estate/commodities etc., depending upon individual circumstances/goals/objectives/preferences/tolerance levels etc.. We use low-cost index funds whenever possible because research shows active managers rarely outperform market benchmarks over long periods due high fees/expenses associated managing actively managed portfolios.
Institutional Investors Services:
We also offer institutional investors such as endowments & foundations access same level expertise provided individual/family investors but customized meet specific needs requirements these entities may have regarding investments/portfolio construction/reporting requirements/etc..
Overall,TruePoint Wealth Counsel provides comprehensive wealth management solutions designed help individuals/families/institutions achieve long-term success financially while minimizing risks along way! Speak an advisor today learn more about how we can assist achieving your personal/professional goals!
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