David Treft's Contact Details

David Treft's Company Details

ClearPoint Wealth Advisors

Mason, OH, US • 20 - 49 Employees
Financial Services

At ClearPoint Wealth Advisors, our goal is to provide the highest degree of independent thinking, comprehensive advice and exceptional service to the businesses and individual investors we serve.As an independent Registered Advisory firm, we answer to our clients, rather than a parent company with its own agenda. As a fiduciary, we are legally bound to put clients' interests first in any decision we make or recommendation we provide. We pride ourselves on always doing the right thing for those we serve.From investment management and financial planning for individuals and families, to 401(k), profit sharing and defined contribution plans for businesses, ClearPoint Wealth Advisors clients benefit from more than 75 years of industry experience and a commitment to unparalleled service.Advisory products and services offered through Souders Financial Advisors, LLC, a Registered Investment Advisor doing business as ClearPoint Wealth Advisors.