Truepoint Wealth Counsel Employee Directory

Financial ServicesOhio, United States51-200 Employees

Since our founding in 1990, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. 

We are fee-only fiduciaries and remain 100% employee-owned. We employ an evidence-based investment strategy. Tax planning and preparation and estate planning strategy are a core element of our client experience and have been for years. And all our guidance is rooted in your personal values and goals. Let us connect all the dots in your financial life to deliver peace of mind and possibility.

This is life and wealth, well managed.

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Truepoint Wealth Counsel Global Highlights

North America
136

United States Of America
136

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
Sweden
1

Asia
1

India
1

Truepoint Wealth Counsel's Leadership

K. H.
Chief Operating Officer
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S. K.
Chief Infrastructure Officer
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S. C.
Ceo & Shareholder
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C. W.
Co-Chief Client Officer & Shareholder
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M. J. C.
Chairman And Ceo
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S. B.
Financial Planner, Wealth Manager & Family Cfo
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W. L.
Director Of Client Growth & Shareholder
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A. T.
Director Of Marketing & Shareholder
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Truepoint Wealth Counsel Employee Metrics

100%

50%

0%

2024

2023

Finance
Legal
Operations
Human Resources
Information Technology
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Marketing
Administrative

Contact profiles from Truepoint Wealth Counsel

Name

Title

Contact Info

Location

Last Update

K. H.
Chief Operating Officer
✕
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Work email
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Mobile Phone
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Email
United StatesOhio
Oct 31, 2024
S. C.
Ceo & Shareholder
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Mobile Phone
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Email
United StatesOhio
Mar 20, 2024
S. K.
Chief Infrastructure Officer
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Mobile Phone
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Email
United StatesOhio
Oct 31, 2024
C. W.
Co-Chief Client Officer & Shareholder
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Mobile Phone
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Email
United StatesOhio
Oct 07, 2024
M. J. C.
Chairman And Ceo
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Mobile Phone
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Email
United StatesOhio
Oct 23, 2024
S. B.
Financial Planner, Wealth Manager & Family Cfo
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Mobile Phone
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Email
United StatesOhio
Oct 23, 2024
W. L.
Director Of Client Growth & Shareholder
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Mobile Phone
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Email
United StatesOhio
Oct 24, 2024
A. T.
Director Of Marketing & Shareholder
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Mobile Phone
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Email
United StatesOhio
Oct 24, 2024
C. M. M.
Director
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Mobile Phone
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Email
United StatesOhio
Oct 16, 2024
G. I.
Director Of Tax Services & Shareholder
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Mobile Phone
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Work email
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Email
United StatesOhio
Oct 23, 2024

Frequently Asked Questions

What is Truepoint Wealth Counsel known for?

Truepoint Wealth Counsel was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 9999 Carver Road Suite 200 Cincinnati, Ohio 45242 US; you can contact the main corporate office by phone at

+1-513-792-****

. Explore Truepoint Wealth Counsel's company overview page for more information.

What is Truepoint Wealth Counsel's most common email format?

Truepoint Wealth Counsel employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Truepoint Wealth Counsel email formats with LeadIQ.

How many employees does Truepoint Wealth Counsel have currently?

Truepoint Wealth Counsel has approximately 89 employees as of October 2024. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Truepoint Wealth Counsel's key employees and leadership?

As of October 2024, Truepoint Wealth Counsel's key employees include:

Chief Operating Officer: K. H.
Chief Infrastructure Officer: S. K.
Ceo & Shareholder: S. C.
Co-Chief Client Officer & Shareholder: C. W.
Chairman And Ceo: M. J. C.

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