Truepoint Wealth Counsel Employee Directory

About Truepoint Wealth Counsel Truepoint Wealth Counsel offers wealth management services that seek to create peace of mind and possibility. As part of the company's fiduciary responsibility, the company always place clients first in helping them achieve financial wellness. The company's in-house teams dedicated to the financial disciplines of inve... stment management, financial planning, tax management, estate planning and risk management work together to deliver unbiased advice and customized service. Founded by Michael J. Chasnoff in 1990 as one of the first fee-only wealth management firms in the greater Cincinnati area, Truepoint is 100% employee-owned. As of June 30, 2020, the firm has $3.2 billion under management. The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research. The listing reflected each practice's performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials, and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice's future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.Read More