THOMAS BENTLEY NAMED TRUEPOINT INC. PARTNER
CINCINNATI Thomas Bentley was introduced July 1, 2008, as a new shareholder of Truepoint Inc., a nationally recognized fee-only personal wealth advisory firm.
Michael J. Chasnoff, CFP, founder and President of Truepoint Inc., announced the addition of Bentley as shareholder in the Truepoint employee equity participation plan. The employee equity participation plan was introduced in 2007 with the addition of Janel Carroll, CPA, CFP, Steve Condon, MBA, CFA, and John Evans, CPA, CFP, as shareholders. Prior to the inception of this plan, Truepoint Inc. had been 100% owned by Chasnoff since the firms founding. In addition to providing for the future continuity of Truepoint Inc., the employee equity participation plan also allows the firm to reward and retain members of its team.
While additional employee-shareholders will be added in the future, I chose to offer an ownership position to Tom in recognition of his consistent demonstration of leadership, expertise, loyalty and teamwork within our organization, said Chasnoff.
Chasnoff founded Truepoint Inc. in 1990. Truepoint was one of the first fee-only wealth management firms in greater Cincinnati, as the practice was founded on the principle of always acting in the client's best interest. The growth of the practice is largely attributable to the referrals generated by 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.
