9258 Wealth Management

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9258 Wealth Management — overview

About

Established in 2018, 9258 Wealth Management is a wealth manager and registered investment advisor based in Cincinnati, Ohio. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. Its services include portfolio management, financial planning, investment planning, estate planning, charitable planning, education planning, corporate and personal tax planning, mortgage & debt analysis, insurance analysis, and business planning. It gives investment advisory services to individuals and high-net-worth individuals, trusts, estates, charitable organizations, retirement plans and corporations, limited liability companies, and other business types. 9258 Wealth Management was acquired by Waverly Advisors, a US-based wealth manager and registered investment adviser.

9258 Wealth Management - known decision makers (17)

Position	Location	Asset Class
Associate Financial Planner	Cincinnati, US	GEN
Chief Compliance Officer	Cincinnati, US	GEN
Tax Director	Fairfield, US	GEN
Partner and Wealth Advisor	Cincinnati, US	GEN
Partner and Wealth Advisor	Cincinnati, US	GEN

Showing 5 of 17 known decision makers 9258 Wealth Management

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