Truepoint Wealth Counsel Revenue and Competitors

Truepoint Wealth Counsel offers a full range of wealth management services that deliver clarity and confidence to our clients’ lives. As part of our fiduciary responsibility, we always place clients first in proactively delivering unbiased advice and customized service. \n\nWe are proud of our legacy of independence, investing track record and – most importantly – exceptionally high client satisfaction ratings. Our focus on intellectual honesty, transparency and personal service challenges traditional industry approaches. Our disciplined long-term investment philosophy has delivered results in varying market conditions. \n\nTruepoint has been included among the Cincinnati Business Courier’s Best Places to Work finalists on several occasions and won the award in 2016 and 2018. Our culture is founded on client-first service, teamwork and accountability. The firm is 100% employee-owned and has consistently achieved employee satisfaction scores of greater than 95%. \n\nTruepoint’s specific services include:\n• Financial planning\n• Investment management\n• Tax management\n• Estate planning\n• Risk management\n\nDedicated teams of advisors and specialists integrate these services in offerings tailored to the unique needs and goals of individuals, couples, and families at different stages of their lives. \n\nTruepoint Institutional Advisors is a division of Truepoint Wealth Counsel, offering independent investment advisory services to charitable foundations and endowments, non-profits, and retirement plans. \n\nFounded by Michael J. Chasnoff in 1990, Truepoint was one of the first fee-only wealth management firms in the greater Cincinnati area.