Suggestions
John Wolfenden
Tax Specialist at Truepoint Wealth Counsel
John Wolfenden is a Senior Trust & Estate Specialist and Shareholder at Truepoint Wealth Counsel, based in Cincinnati, Ohio.34 He coordinates efforts between Truepoint's tax and estate planning teams, providing a multi-pronged approach to taxation.12 Wolfenden holds a bachelor's degree in political science from Denison University and a juris doctor from the University of Cincinnati's College of Law.1 He was named as one of five new firm shareholders at Truepoint Wealth Counsel in January 2023, joining a group of 32 employee-owners.1 This appointment reflects the company's commitment to remaining independent and 100% employee-owned.
Professional Expertise
Wolfenden's role at Truepoint Wealth Counsel involves:
- Creating multi-pronged approaches to taxation for clients23
- Coordinating efforts between tax and estate planning teams23
- Assisting individuals and families with tax planning and compliance services
His expertise in tax and estate planning makes him a valuable asset to the firm's comprehensive wealth management services.
