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

Truepoint Wealth Counsel

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United States
Cincinnati, OH
Truepoint Wealth Counsel

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

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eriences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Truepoint.

07/14/2026

We're growing our team!

We're currently hiring for an Associate Trader, Commas Advisor, Tax Manager, and Wealth Advisor. Each role offers the opportunity to make a meaningful impact while helping clients navigate complexity with clarity and confidence.

Ready to take the next step in your career? Explore our open positions at https://truepointwealth.com/careers/

07/10/2026

We’re excited to welcome Jackie Rice to the Truepoint team! 🎉

Jackie joins us as our Executive Receptionist, serving as the first point of contact for clients and helping create a welcoming experience for everyone who visits or calls the firm. Her passion for client service and operations helps ensure a seamless experience for both clients and team members. We’re thrilled to have her on the team!

07/01/2026

The trophies have been claimed! 🏆⛳

Congratulations to Andy, David, and Tim for winning this year’s Truepoint Open. It was a fun day on the course and a great chance for team members to connect, compete, and enjoy some time together outside the office.

06/29/2026

“I see financial planning as a truly personal endeavor—one that requires trust and integrity. I put my clients’ interests first and am grateful to work at a firm that supports this in every way, large and small.”

Congratulations on this milestone anniversary, John! 🎉

06/26/2026

“I love working at Truepoint because I care about the well-being of people— I know the team here sees the same value in serving and caring for others.”

Congratulations on 5 years with Truepoint, Hillary!🎉

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.

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.

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.

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!

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

http://www.truepointwealth.com/

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