9258 Wealth Management, LLC is a SEC registered investment adviser located in Blue Ash, Ohio. Registration as an investment adviser does not imply any level of skill or training. 9258 may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. 9258’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of 9258’s web site on the Internet should not be construed by any client and/or prospective client as 9258’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by 9258 with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
9258 does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the 9258 web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Certain portions of 9258’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, 9258’s (and those of other investment and non-investment professionals) positions and/or opinions as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current positions and/or opinions. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from 9258, or from any other investment professional. 9258 is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Each client and prospective client agrees, as a condition precedent to his/her/its access to 9258’s web site, to release and hold harmless 9258, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from 9258.
Personnel of 9258 hold the designations or educational experience referenced in the website. In addition, 9258 itself is a member of certain organizations referenced in the website. You may request a copy of the Brochure Supplements for the personnel of 9258 for additional information regarding the education, business experience and professional designations of the investment adviser representatives of 9258.