Truepoint is a wealth advisory firm and a pioneer in the fee-only approach to wealth management. Its divisions include Truepoint Capital, a nationally-recognized group of specialists offering wealth management and family office services to families and individuals with 1.5 million or more in assets. Truepath Financial, a second division, provides customized investment management and fundamental financial guidance.
Truepoint has been recognized as one of the nation’s leading advisory firms by Wealth Manager in each year of the list’s existence. Worth Magazine has recognized CEO Michael Chasnoff, as among the Nation’s Top 100 Advisors twelve times.
As this firm has grown, metaphor has served as agency of record and has assisted with brand development, brand management and marketing execution for a wide range of initiatives. For Truepoint Capital, this includes a Brand Mantra, elevator pitch, value proposition, web site, marketing collateral and advertising. For Truepath Financial, metaphor provided naming, brand creation, web site and identity development. Additionally, metaphor assists Truepoint Inc. for ongoing events and projects including annual client meetings, a blog, speaking engagements and public relations opportunities.
Visit: TruepointCapital.com
