Tim Weinkam

Role: Truepoint Wealth Counsel
Location: Cincinnati, OH, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Tim Weinkam

As Truepoint’s Sr. Controller, I provide comprehensive financial updates to the firm’s…

Experience

Truepoint Wealth Counsel
Present

Skills

Financial Analysis
Prosystem Fx Tax
Auditing
Budgets
Tax
Corporate Tax
Generally Accepted Accounting Principles (Gaap)
Financial Audits
Budget
Gaap
Forecasting
Accounting
Due Diligence
Internal Controls
Cpa
Financial Statements
Sarbanes-Oxley Act
Financial Accounting
Microsoft Excel
Financial Reporting
Budgeting
Income Tax

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@truepointwealth.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Truepoint Wealth Counsel

Financial Services · 108 employees · Founded 1990 · Cincinnati, Ohio, United States

Since our founding in 1990 in Cincinnati, OH, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. We are fee-only fiduciaries and remain 100% employee-owned. We employ an evidence-based investment strategy. Tax planning and preparation and estate planning strategy are a core element of our client experience and have been for years. And all our guidance is rooted in your personal values and goals. Let us connect all the dots in your financial life to deliver peace of mind and possibility. This is life and wealth, well managed. Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training nor an endorsement by the SEC. More detail, including forms ADV Part 2A & Form CRS filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.

truepointwealth.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.