Truepoint Wealth Counsel


Re-imagining wealth management as truly independent, intellectually honest and authentically personal. 

Truly independent and nationally recognized, Truepoint offers wealth management and financial advisory services that deliver clarity and confidence to our clients' lives. We are proud of our legacy of independence, our fiduciary responsibility to clients and our track record of long-term success, including industry-leading levels of client satisfaction. 

The Truepoint approach is different by design. Specialists in financial planning, estate planning, investment management, tax planning and preparation and other disciplines work together in highly collaborative teams to ensure holistic plans are tailored to unique client goals. The advantages of integration lead to a better client experience. That's true wealth management.

17,000+ Members

213 Chapters

60+ Countries

Stay Connected

Fill out the contact information below to receive EO's newsletter.



    Conditions of EO Membership Application and Renewal:
    Every member who applies or renews their membership agrees to comply with the Policies and Procedures, Bylaws and Code of Conduct of Entrepreneurs' Organization. Current members must complete the online renewal form acknowledging review of the organization's Policies and Procedures, Bylaws and Code of Conduct.