Truepoint Wealth Counsel

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

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05/29/2026

Happy 529 Day!

A 529 plan can be a powerful way to save for a child or grandchild’s future education while benefiting from tax-free growth and tax-free withdrawals for qualified educational expenses.

One of the biggest advantages of starting early is the time it gives your savings to grow. Whether your goal is to partially fund education or fully prepare for future tuition costs, having a strategy in place can make a meaningful difference over time.

Every family’s goals are different, which is why thoughtful planning matters when deciding how much and when to contribute.

Rain or shine…mostly rain ☔️Thank you to everyone who came out to our annual Recycling Day and braved the weather with u...
05/25/2026

Rain or shine…mostly rain ☔️

Thank you to everyone who came out to our annual Recycling Day and braved the weather with us! Even with the rainy conditions, we loved seeing the community come together to safely recycle and support a more sustainable future. The weather had other plans this time around, so we’re planning to reschedule another opportunity soon. Stay tuned for updates!

Thank you to everyone who joined us for this year’s Women’s Wealth Counsel Luncheon!We loved spending the afternoon toge...
05/22/2026

Thank you to everyone who joined us for this year’s Women’s Wealth Counsel Luncheon!

We loved spending the afternoon together and hearing from Megan Gerhardt, author of Gentelligence. Her perspective on generational collaboration and understanding gave us so much to think about, and we’re grateful she was part of this event.

It was such a special day, and we appreciate everyone who helped make it memorable.

“I try to simplify my clients’ lives and be a positive influence to help them relax and enjoy their life, while we worry...
05/19/2026

“I try to simplify my clients’ lives and be a positive influence to help them relax and enjoy their life, while we worry about the financial details.”

Congratulations on 15 years with Truepoint, Ryan!🎉

“At the end of the day, it is about looking out for our clients so that taxes do not become a burden. I feel the most sa...
05/18/2026

“At the end of the day, it is about looking out for our clients so that taxes do not become a burden. I feel the most satisfied when a client is happy with the work we are doing.”

Congratulations on 10 years with Truepoint, Eric!🎉

Golf season is officially back in Cincinnati ⛳️We loved getting out on the course at Maketewah Country Club for First Te...
05/14/2026

Golf season is officially back in Cincinnati ⛳️

We loved getting out on the course at Maketewah Country Club for First Tee’s annual outing—proud to support an organization that’s making such a meaningful impact through the game of golf.

Great day spent with our foursome, including Guy and Scott, enjoying the sunshine and some friendly competition.

The Truepoint team was honored to take part in this year’s PanCAN PurpleStride.As a sponsor, it meant a lot to walk alon...
05/08/2026

The Truepoint team was honored to take part in this year’s PanCAN PurpleStride.

As a sponsor, it meant a lot to walk alongside those impacted by pancreatic cancer and support a cause that brings so many people together. It was a meaningful day that highlighted the strength of the community and the importance of continued progress in the fight against this disease.

We’re currently looking for a Financial Advisor to join our Commas team, along with a Financial Planner, Family Office F...
04/28/2026

We’re currently looking for a Financial Advisor to join our Commas team, along with a Financial Planner, Family Office Financial Planner, and Tax Manager to join the Truepoint Wealth Counsel team.

Each of these roles offers the opportunity to make a meaningful impact while helping clients navigate complexity with clarity and confidence. To learn more, visit our website!

04/23/2026

As families plan for longer lives, retirement doesn’t always follow a simple path.

Longer lifespans can bring evolving needs—shifts in health, changes in memory, and added layers of decision-making. We focus on building relationships not just with our clients, but with the people who support them—adult children, caregivers, and trusted advocates. Bringing everyone together helps create clarity, continuity, and confidence through every stage.

“Whether it is helping clients meet their financial goals in retirement or volunteering in the community, I love helping...
04/12/2026

“Whether it is helping clients meet their financial goals in retirement or volunteering in the community, I love helping people. Everything we do at Truepoint is driven by what is best for our clients, and that is why I enjoy the work so much. I find it very fulfilling.”

Congratulations on 15 years with Truepoint, Ted!🎉

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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