Career Truepoint Wealth Counsel
This local financial services company helps your money work for you. Learn about their upcoming star-studded event!
For 30 years Truepoint Wealth Counsel has maintained its focus on creating peace of mind and possibility.
“We are fee-only fiduciaries and one of the few employee-owned and independent wealth management firms in our region,” explains Truepoint Wealth Advisor Deanna Sicking. “Despite how our industry typically operates, there simply is not a one-size-fits-all solution when it comes to personal finance because money has a way of affecting every aspect of our lives.”
With a focus on meaning, Truepoint’s guidance is rooted in their clients’ values and goals, and every client team includes a wealth advisor and four subject-matter experts: investment, financial planning, tax, and estate planning. Truepoint was built to bring these parts together in a way that actually creates greater value.
This approach is in stark contrast to the experience many individuals have where they rely on a cadre of varied professionals to try to stitch things together. Unfortunately, much is often lost in the process.
“But it’s not just about the integrated technical expertise; it’s also about discovering your ‘why’ – the key to bringing clarity to your financial decision-making,” says Sicking. “And we believe that the sum of money is secondary to the greater meaning your financial results are there to support.”
The team at Truepoint is led by Founder & CEO Michael J. Chasnoff and President & Principal Steve Condon. Now with a growing team of 66, more than half of the employees are women, something Sicking says is a rarity in the wealth management industry where only 25 percent of Certified Financial Planners are women. For the past 10 years, Truepoint has made a dedicated effort to better engage female clients through the Truepoint Women’s Wealth Counsel, a community of the firm’s female clients, team members, and professional partners.
To celebrate the 10th anniversary of the Women’s Wealth Counsel, they’re hosting an upcoming webinar.
“We are very excited to welcome Jean Chatzky to our Truepoint Talks webinar series,” says Sicking. “Jean is a celebrated personal finance columnist who many may know as the financial editor of NBC’s TODAY show. As a firm committed to engaging women in their financial lives, Truepoint is especially proud to have this special conversation with Jean in honor of Truepoint’s 30th anniversary.
The webinar will take place on October 20 at 4:15pm. You can learn more about the upcoming webinar and register here.
To learn more about Truepoint Wealth Counsel and its plethora of services, visit TruepointWealth.com. There, Sicking says, you’ll find more information about the team and their approach. You can stay in touch with Truepoint by joining the email list on the website.