Christine L. Carleton

With decades of experience as a wealth advisor, Chris knows how important it is to take the time to listen carefully to clients and help them identify their goals and values. She uses these insights to build a customized, achievable, and fulfilling financial plan for each of her clients. She works closely with all of Truepoint’s specialty teams to ensure that the components of the plan are cohesive and aligned toward achieving the client’s goals. Chris is especially skilled at addressing the needs of women clients, particularly those who have been widowed or divorced. She is proud to have worked with many of her clients for multiple generations.