We are pleased to announce a new chapter in our journey. We have become part of Waverly Advisors, LLC effective October 18, 2024.

Our long term goal has been to become a permanent, national firm, and take our company to the next level as we add scale and talent.  We discovered Waverly about a year ago.  Our immediate thought was that this firm was like us.  Our core values of client-centric service, talented portfolio management, and holistic portfolio planning and design were so similar to our processes.  Like 9258 Wealth, Waverly’s priority is their valued clients.  We are certain that our mission will continue to follow the path of making a meaningful impact on our clients’ lives through professional financial planning and data-driven investment management.  We are here to manage wealth strategies, but also to cultivate enduring and robust relationships with our clients. We will continue to operate with integrity,  independence, personalization, and transparency.

We are very excited about the future of our companies.

A copy of Waverly Advisors’ written disclosure statement discussing advisory services and fees is available upon request or by clicking here.