Truepoint Wealth Counsel is a fee-only wealth management firm offering the full suite of services including investment management, tax planning and preparation, estate planning and financial planning. Within the firm, we have an Aging Task Force designed to think critically about the needs facing older adults. We seek to learn about various outside services in order to be a resource for our clients. Financial planning updates incorporate stress tests surrounding long-term care events to ensure effective measures are in place.
Guy is a 1997 graduate of Miami University in Oxford, OH where he earned a Bachelor of Business Administration in Finance and Accountancy. After working in public accounting doing tax planning and tax preparation for over 7 years and attaining his CPA designation, I obtained my CFP designation and worked for approximately 12.5 years with PNC Bank's Wealth Management Group as a Senior Financial Planner developing customized financial plans for high net worth individuals. In May of 2022, I took a position as a Senior Financial Planner with Truepoint Wealth Counsel. During the summer of 2021, I obtained my Certified Senior Advisor designation and became a shareholder in the firm at the end of 2021..
Sorry, no records were found. Please adjust your search criteria and try again.
Sorry, unable to load the Maps API.