Truepoint Wealth Counsel

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

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The future of our profession is bright!Thank you to everyone who joined us for our recent Shadow Day. It was a pleasure ...
06/19/2026

The future of our profession is bright!

Thank you to everyone who joined us for our recent Shadow Day. It was a pleasure welcoming students into our offices and giving them a closer look at what a career in wealth management can look like.

Throughout the day, students spent time with our Financial Planning, Estate Planning, Tax, Portfolio Management, Investment Operations, and Client Services teams, gaining firsthand insight into the many disciplines that come together to serve our clients. We enjoyed sharing more about our work, answering questions, and connecting with such an engaged group.

We appreciate everyone who spent the day with us and hope the experience sparked new ideas as you explore your career path. If you missed this one, keep an eye out for our next Shadow Day coming up this fall.

A few of the women from our team recently attended the Power to Pursue Summit, a day centered around creating space for ...
06/16/2026

A few of the women from our team recently attended the Power to Pursue Summit, a day centered around creating space for women to feel seen, heard, and supported ✨

With inspiring speakers and meaningful conversations, the event was a powerful reminder of the value of community, personal growth, and learning from one another. We’re grateful for opportunities like this that encourage women to pursue their goals with confidence and authenticity.

Omar, John, Braden & Tyler recently spent the day at the Big Brothers Big Sisters Golf Classic.It was great to be surrou...
06/11/2026

Omar, John, Braden & Tyler recently spent the day at the Big Brothers Big Sisters Golf Classic.

It was great to be surrounded by so many people who are invested in creating opportunities for young people in our community! We always appreciate the chance to support organizations that are making a lasting impact.

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.

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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