Truepoint Wealth Counsel
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This is life and wealth, well managed. Based in Cincinnati, OH. Powering Commas.
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.
05/22/2026
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.
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!🎉
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!
Click here to claim your Sponsored Listing.
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Telephone
Website
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 |
