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    Truepoint Wealth Counsel

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    Description

    • 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. We 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. Truepoint has been included among the Cincinnati Business Couriers Best Places to Work finalists on several occasions and won the award in 2016. 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%. Truepoints specific services include:Financial planningInvestment managementTax managementEstate planningRisk managementDedicated 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. Truepoint Institutional Advisors is a division of Truepoint Wealth Counsel, offering independent investment advisory services to charitable foundations and endowments, non-profits, and retirement plans. Founded by Michael J. Chasnoff in 1990, Truepoint was one of the first fee-only wealth management firms in the greater Cincinnati area. As of March 31, 2017, the firm has $2.6 billion under management.
    • location

      Headquarters:9999 Carver Road Suite 200, Cincinnati, Ohio, United States

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    • Truepoint Wealth Counsel phone

      Phone Number: +1 513-792-6648

    • Truepoint Wealth Counsel website

      Website: https://truepointwealth.com/

    • Truepoint Wealth Counsel employees

      Employees:65

    • Truepoint Wealth Counsel revenue

      Revenue:$10 - 50M

    • Truepoint Wealth Counsel legal name

      Legal Name:Truepoint Wealth Counsel

    • Truepoint Wealth Counsel's Social Media

      Truepoint Wealth Counsel linkedin Truepoint Wealth Counsel facebook Truepoint Wealth Counsel twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Truepoint Wealth Counsel

    Michael Chasnoff

    Founder And Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Steve Condon

    President And Shareholder

    Scott Barbee

    Financial Planner, Wealth Manager And Family Chief Financial Officer

    Abby Tuke

    Director Of Marketing And Shareholder

    Ginger Ittenbach

    Director Of Tax Services And Shareholder

    Scott Keller

    Director Of Investment Management And Shareholder

    Frequently Asked Questions regarding Truepoint Wealth Counsel

    • Where are Truepoint Wealth Counsel's Headquarters?

      Truepoint Wealth Counsel's Headquarters are in 9999 Carver Road Suite 200,Cincinnati,Ohio,United States

    • What is Truepoint Wealth Counsel's phone number?

      Truepoint Wealth Counsel's phone number is +1 513-792-6648

    • What is Truepoint Wealth Counsel's official website?

      Truepoint Wealth Counsel's official website is https://truepointwealth.com/

    • What is Truepoint Wealth Counsel's Revenue?

      Truepoint Wealth Counsel's revenue is $10 - 50M

    • What is Truepoint Wealth Counsel's NAICS code?

      Truepoint Wealth Counsel's NAICS code is 523930

    • How many employees are working in Truepoint Wealth Counsel

      Truepoint Wealth Counsel has 65 employees

    • What is Truepoint Wealth Counsel's Industry?

      Truepoint Wealth Counsel is in the industry of Financial Services

    • Who is Truepoint Wealth Counsel's CEO?

      Truepoint Wealth Counsel's CEO is Michael Chasnoff

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