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Third-party rankings and recognition from publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor and not all investment advisors participate in the process. A more thorough disclosure of the criteria used in making these rankings is available through each publication.

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TRUEPOINT NAMED ONE OF CPA WEALTH PROVIDERS TOP WEALTH MAGNETS

CINCINNATI Truepoint Inc., a nationally recognized fee-only personal wealth advisory firm, ranks fifth in its class among CPA Wealth Providers Wealth Magnet ranking. This is the third year the ranking was conducted and the third year Truepoint was included as one of the top firms recognized.

To be included in the CPA Wealth Provider ranking of Wealth Magnets firms had to meet very specific criteria. The first piece of criteria was dependent upon the company being a CPA firm that offers a financial planning practice, even as a subsidiary or affiliate. Secondly, the financial planner in the office must hold a CPA credential.

Effective wealth management focuses not only on client assets but on overall client wealth. Having a deep knowledge of a clients income tax profile allows Truepoint to proactively employ appropriate tax strategies, complimenting the wealth preservation and accumulation goals of our clients, said Michael J. Chasnoff, CFP, founder and President of Truepoint

Founded in 1990, Truepoint Inc. was among greater Cincinnatis first fee-only wealth management firms. The practice was founded on the principle of always acting in the client's best interest and the significant growth of the firm is primarily attributable to the referrals generated by satisfied clients. The success achieved through a clear focus on personalized service remains a commitment of the firm, which is dedicated to remaining independent and employee-owned.

Truepoint Inc. provides a suite of integrated advisory services through its two divisions: Truepoint Capital and Truepath Financial. While Truepoint Capital provides highly customized wealth management services to high-net-worth individuals and families, Truepath was developed for clients who may not require the breadth and depth of the Truepoint Capital offering. Included among the firms services are wealth planning, investment management, tax planning and preparation, charitable giving strategies, and estate and trust services.