How would Truepoint work with my accountant, attorney and others?
A good wealth manager will coordinate the many complex facets of personal finance. In this role, Truepoint will often work in conjunction with other professionals, including attorneys, accountants, insurance agents and trust officers. We will work closely with your chosen advisors in areas related to their expertise, or, when appropriate, we will recommend the use of competent professionals with whom we have developed relationships.
