Truepoint Wealth Counsel

Truepoint Wealth Counsel This is life and wealth, well managed. Based in Cincinnati, OH. Powering Commas.

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Here’s to 50 years of index investing! 🎉What began as a bold idea in 1976 has transformed the way millions invest today....
08/31/2026

Here’s to 50 years of index investing! 🎉

What began as a bold idea in 1976 has transformed the way millions invest today. When John C. Bogle launched the first index mutual fund for individual investors, the goal was simple: give investors a low-cost, diversified way to participate in the market rather than trying to consistently outperform it.

The idea wasn’t an immediate success, but today, index investing plays an important role in portfolios, retirement plans, and 529 education savings plans across the country.

We’re celebrating 50 years of an idea that helped make investing more accessible, and continues to shape how people invest today.

"This role is rewarding because I get to develop strong, lasting relationships with clients while also working alongside...
08/29/2026

"This role is rewarding because I get to develop strong, lasting relationships with clients while also working alongside my talented teammates. I enjoy collaborating across our team's areas of expertise to provide the best possible experience for our clients."

Congratulations on 10 years with Truepoint, Sam! 🎉

Let’s go, Reds! ⚾️Our team headed to the ballpark for one of our favorite annual traditions—cheering on the Reds! It’s a...
08/25/2026

Let’s go, Reds! ⚾️

Our team headed to the ballpark for one of our favorite annual traditions—cheering on the Reds! It’s always a fun opportunity to spend time together outside the office and enjoy a summer day with our teammates and their families. Thank you to Dan Regan for organizing!

08/19/2026

The Truepoint Way starts with being good people who are committed to serving others.

It's reflected in how we show up each day—with a positive attitude, a genuine desire to care for our clients, and a willingness to support one another. That mindset isn't something that's expected; it's something our team chooses because it's part of who we are.

That authenticity is what makes the Truepoint Way so meaningful.

“Truepoint’s culture of giving our absolute best for our clients while promoting an environment of camaraderie is what m...
08/04/2026

“Truepoint’s culture of giving our absolute best for our clients while promoting an environment of camaraderie is what makes working here so rewarding.”

Congratulations on 5 years with Truepoint, Josh! 🎉

“The people at Truepoint are what attracted me to this job opportunity. It is refreshing to work at a company that truly...
08/03/2026

“The people at Truepoint are what attracted me to this job opportunity. It is refreshing to work at a company that truly values its clients and employees, and it’s this culture that inspires me to be the best professional version of myself.”

Congratulations on 5 years with Truepoint, Danni! 🎉

“We always put our clients’ interests before our own. This commitment is never more important than when we are helping a...
08/01/2026

“We always put our clients’ interests before our own. This commitment is never more important than when we are helping a family after they have suffered the loss of a family member who managed the finances.”

Congratulations on 20 years with Truepoint, Wayne! 🎉

07/29/2026

The Truepoint Way is about always striving to do what's right.

That means putting our clients' interests first, continuously looking for ways to improve their experience, and challenging ourselves to be better every day. It also means creating a workplace where our teammates can grow, collaborate, and do their best work.

For us, the Truepoint Way isn't a destination, it's a commitment to always keep improving.

“When each team member is able to offer their own expertise and contribute to the efforts of different specialty areas, ...
07/27/2026

“When each team member is able to offer their own expertise and contribute to the efforts of different specialty areas, the client experience is hard to beat. It was that team approach and collaboration that drew me to Truepoint.”

Congratulations on 5 years with Truepoint, Katie! 🎉

“I am so thankful to be a part of such a knowledgeable and caring team. The level of professionalism displayed by my tea...
07/24/2026

“I am so thankful to be a part of such a knowledgeable and caring team. The level of professionalism displayed by my teammates is a direct reflection on the emphasis that is placed on hiring a team of good people. But, more than that, Truepoint does everything possible to make sure we love working here…and I certainly do.”

Congratulations on 5 years with Truepoint, Steven! 🎉

Address

9999 Carver Road, Suite 200
Cincinnati, OH
45242

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+15137926648

Website

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