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ABOUT US

Understanding your journey

Every new 9258 Wealth Management relationship begins with us gaining insights into your life and how you have arrived at the point to work with us. Wealth Management is not one size fits all. It’s not pre-packaged, nor pre-defined. At 9258, we understand it’s most effective when tailored to meet your personal financial objectives. Walking in your shoes provides us with a clear understanding of your needs, desires and wealth potential. The 9258 Wealth Management client forward approach, allows for a high-contact relationship placing you at the center.

Uncompromising trust and integrity are at the forefront of our advisory allowing each of our clients to engage in business with 9258 with absolute confidence. By design, those who have engaged in a relationship with our advisors find themselves relying upon us for information far beyond wealth management, hence the term “The Essential Advisors.”

Success has brought you to this point, our task is to help you realize the potential your successes have granted you.

Indexes

The Values that make us 9258

INTEGRITY
Fiduciary responsibility keeping your best interests above our own
INDEPENDENCE
Operating with true passion to exponentially grow with our clients
PERSONALIZATION
Understanding what matters most to you now and as your needs evolve
TRANSPARENCY
Providing a clear understanding of your investment options
YOUR FINANCIAL FIDUCIARIES

Our goal is to provide a level of investment advisory intellect and service that will help you achieve your short term goals, long term goals, such as retirement planning, and thoughtful wealth creation.

MEET THE TEAM

Your financial advisors and tax professionals

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Financial Planning
Investment Committee
Operations
Tax Advisors
Wealth Advisors
PROFESSIONAL ATHLETES

NFL Players Association Registered Financial Advisor Services

A portion of our strong heritage is rooted in planning and managing wealth for professional athletes and coaches. Understanding career longevity, earnings potential and our experience with athletic occupations, allows 9258 to tailor plans suited to your next great chapter in life.

As your coach helps you realize your potential on the playing field, the 9258 Wealth Management team are your coaches beyond the game.

BREAK FROM THE HERD

Let us help you with your financial goals.

WEALTH MANAGEMENT

4420 COOPER RD. – SUITE 100
CINCINNATI, OH 45242

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TAX SERVICES

1251 NILLES RD. – UNIT 19
FAIRFIELD, OH 45014

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