Welcome National Retirement Consultants Inc. to the 9258 Wealth Management family!
We are excited to announce that on New Year’s Eve 2019, the firm National Retirement Consultants Inc. joined the 9258 Wealth Management family.
Happy New Year! We hope that 2020 is your best year ever. We are excited to welcome National Retirement Consultants Inc. to the 9258 Wealth Management family! It certainly is an exciting time! NRCI is a Registered Investment Advisory firm that has been in business since 1997. Our business models and practices mirror one another. They have operated with integrity, transparency, and a passionate commitment to service for more than two decades. Their staff, including founder William (Bill) Groth, J.D., will remain in place. Their office will remain at 223 Ross Ave, Hamilton, Ohio 45013.
The practice consists of six professionals including Bill Groth, J.D. who will serve 9258 Wealth Management as an Executive Vice President and Director-Estate Planning. Bill is a wealth manager and a practicing attorney. Clarissa (Claire) Lichliter, CFP, CPA, will serve as a Vice President and Assistant Director-Financial Planning. Cathy Walters will serve our practice as a Vice President and Financial Advisor. Vickie Stallman, Margaret (Peggy) Kollstedt and Cindy Fields will support the practice as Operations Specialists.
Both firms have a commitment to holistic wealth management and efficient wealth, retirement, tax and estate planning. Bill’s legal and tax expertise will prove invaluable in providing a strong financial and estate planning experience for our clients. Our combined firms now have on staff an attorney, four Certified Financial Planners, seven CPA’s, a CFA (Chartered Financial Analyst), an Accredited Asset Management Specialist, three Chartered Retirement Plan Specialists and an Accredited Financial Fiduciary. Our backgrounds, experience and education strengthen our ability to give you the best wealth management experience possible.
We are incredibly excited about the growth of our practice over the last two years, and look forward to serving as your “Essential Advisor” with integrity, independence, personalization, and transparency.
Wealth Management Tailored To Your Lifestyle!
President 9258 Wealth Management