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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.
Walt Lunsford AAMS®
MARKET DATA
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 and long-term goals, such as retirement planning and thoughtful wealth creation.
MEET THE TEAM
Your financial advisors and tax professionals
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.
WEALTH MANAGEMENT
BLUE ASH (HQ)
4420 COOPER RD, SUITE 100
CINCINNATI, OH 45242
CONTACT INFO
PHONE: 513-791-9258
FAX: 513-794-5855
EMAIL: INFO@9258WEALTH.COM
TAX PREPARATION & PLANNING
FAIRFIELD
1251 NILLES RD, UNIT 19
FAIRFIELD, OH 45014
CONTACT INFO
PHONE: 513-829-4500
FAX: 513-829-6040
EMAIL: INFO@9258TAX.COM
WEALTH MANAGEMENT
HAMILTON
223 ROSS AVE
HAMILTON, OH 45013
CONTACT INFO
PHONE: 513-863-4015
FAX: 513-785-2221
EMAIL: INFO@9258WEALTH.COM
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