Elevate Your Legacy
7258 Wealth Management breaks free from the traditional investment model by offering clients a lower cost, more tax-efficient path to long-term portfolio growth.
Expect a higher level of personal service and financial expertise.
Dear Friends,
Thank you for taking the time to visit our website. 7258 Wealth Management shares its name with the elevation of the United States Air Force Academy where our firm’s founders met while teaching Investments and Finance.
Our investment philosophy is founded on data and evidence. The evidence demonstrates that investment success is a function of having the right asset allocation (for you), keeping costs low, being thoughtful about taxes, and making informed decisions that align with your financial and life goals. That is our method, and you are our focus.
As you explore the information on our site, please do not hesitate to contact me with any thoughts or questions. Thank you for taking the time to learn more about us and what sets us apart.
Sincerely yours,
Founder & President
7258 Wealth Management, Inc.
Broad Perspective. Finite Focus.
We look at investment and portfolio management differently than most wealth managers. While our research and strategies are broad in scope, our acute focus is on building portfolios that sustain the unique priorities in each of our clients’ lives.
No two goals are ever the same, so we structure portfolios tailored to our individual client’s objectives.
The Difference is 7,258 ft. Above the Rest
Rigorous research, data-informed decisions, long-term growth, focused objectives, and exceptional service – that is what drives 7258 and our clients forward.
Working Toward a Common Goal: You
We bring together objectivity, independence, and an innovative approach to offer investment services that bring real value to our clients.
