The Future of 7258
One of America’s founding fathers said that “Without continual growth and progress, such words as improvement, achievement and success have no meaning.” Benjamin Franklin was quite right.
7258 Wealth Management is continually striving to achieve and grow, which is why we are thrilled to announce that we are now a Registered Investment Advisor (RIA). We had originally planned to launch the RIA next summer but our growth and investments in our firm’s infrastructure allowed us to proceed now.
Every decision we make is driven by what is best for our clients and this next stage in the evolution of 7258 is no exception. We have enhanced our client experience by launching a new website and cutting-edge portal for our clients to conveniently access their account information, giving them clearer insights into where they stand financially.
One aspect that remains steadfast is our investment philosophy – we are as focused as ever on having the right asset allocation for our clients, keeping costs low, and making informed decisions that align with their financial and life goals.
By staying true to our roots and providing exceptional client experience, we are confident in our ability to improve, succeed, and achieve positive results for our clients.
Please visit us at www.7258wealth.com – we look forward to hearing what you think.
Eric Holt, Steve Trainer, and William Jennings
7258 Wealth Management