Truepoint Wealth Counsel
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This is life and wealth, well managed. Based in Cincinnati, OH. Powering Commas.
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The Truepoint Way starts with being good people who are committed to serving others.
It's reflected in how we show up each day—with a positive attitude, a genuine desire to care for our clients, and a willingness to support one another. That mindset isn't something that's expected; it's something our team chooses because it's part of who we are.
That authenticity is what makes the Truepoint Way so meaningful.
08/04/2026
“Truepoint’s culture of giving our absolute best for our clients while promoting an environment of camaraderie is what makes working here so rewarding.”
Congratulations on 5 years with Truepoint, Josh! 🎉
08/03/2026
“The people at Truepoint are what attracted me to this job opportunity. It is refreshing to work at a company that truly values its clients and employees, and it’s this culture that inspires me to be the best professional version of myself.”
Congratulations on 5 years with Truepoint, Danni! 🎉
08/01/2026
“We always put our clients’ interests before our own. This commitment is never more important than when we are helping a family after they have suffered the loss of a family member who managed the finances.”
Congratulations on 20 years with Truepoint, Wayne! 🎉
The Truepoint Way is about always striving to do what's right.
That means putting our clients' interests first, continuously looking for ways to improve their experience, and challenging ourselves to be better every day. It also means creating a workplace where our teammates can grow, collaborate, and do their best work.
For us, the Truepoint Way isn't a destination, it's a commitment to always keep improving.
07/27/2026
“When each team member is able to offer their own expertise and contribute to the efforts of different specialty areas, the client experience is hard to beat. It was that team approach and collaboration that drew me to Truepoint.”
Congratulations on 5 years with Truepoint, Katie! 🎉
07/24/2026
“I am so thankful to be a part of such a knowledgeable and caring team. The level of professionalism displayed by my teammates is a direct reflection on the emphasis that is placed on hiring a team of good people. But, more than that, Truepoint does everything possible to make sure we love working here…and I certainly do.”
Congratulations on 5 years with Truepoint, Steven! 🎉
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.
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 |