Be in command of your
financial future and legacy.
Stop Worrying about the Markets
Markets go up and down, but your emotions don't have to. When you've got a fiduciary financial advisor and a holistic wealth management team on your side, you can finally relax.
Leave a Positive Legacy
Your wealth management team will help you craft an estate plan that leaves a positive legacy so you can stop worrying about your loved ones' financial future.
Feel Secure about Your Retirement
When you have a financial plan tailored to your needs, you can look forward with optimism knowing everything is covered. Security comes from having a solid plan and taking the right actions.
Sleep Well Through the Market’s Ups and Downs
When you have financial advice that you can trust, you won’t be worried about the stock market on a day-to-day basis. You’ll be confident in your plan and comfortable knowing your portfolio is based on your risk tolerance and goals.
How 360 Helps You Preserve Your Wealth & Legacy
Who We Help
At 360 Financial, we help successful business owners, professionals and families across the US. Our clients come to us to ensure they're prepared for the future.
Values-Based Investing & Financial Planning
Our clients want to preserve their assets and be certain that their investments are managed wisely according to their values.
Investment Advisory Services Online & In-Person
With 360 Financial, you benefit from top fiduciary financial advisors and a full-service wealth management team no matter where you live. We're based out of Minnesota, with offices in Wayzata and Elk River. While many of our clients live in the Minneapolis area, we help clients across the US with our online advisory services.
We specialize in helping business owners and entrepreneurs diversify and plan for succession.
We ensure your money is working hard and invested in line with your business and personal goals.
Keep everything under one roof when you work with our CPA partner, Rapacki.
Financial Advisory Services
360's Big Picture Planning
Our Team of Experts + Your Vision & Values
Red-Carpet Service in a Fiduciary Environment
What makes 360 Financial unique?
At 360 Financial, every single client is a VIP.
One of our clients recently called this “Red-Carpet Service,” which sums it up perfectly. We believe that you should feel taken care of by your wealth management team.
But that’s not enough.
You should also feel confident that your advisors are always working in your best interest. With 360 Financial you get the ease of great service and the confidence of being guided by a fiduciary.
Here's How It Works
Getting Started with a Financial Planner & Wealth Advisor
Finding the right fiduciary financial advisor and getting a financial plan that seeks to protect your assets shouldn’t be complicated.
Here’s how the process works:
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Schedule a 15-minute call.
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Have a 1-hour follow-up fit call.
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Get started with a 360 advisor.
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We create your financial plan and a balanced portfolio based on your life vision and goals.
At 360 Financial we know that you want to be the wise protector of your family’s financial future and legacy. But to do that you need to be certain that you and your family will be able to live comfortably no matter what’s going on in the economy. The problem is that markets go up and down, which means sometimes you worry about whether you’ve actually got everything covered. We believe that when you make sacrifices to be successful and take care of your family, you deserve to have a worry-free financial plan and a happy retirement. We understand that your family comes first, which is why we’ve worked for over 30 years to provide the best possible service and advice to our clients and their families. Here’s how we do it: 1 - Learn about your goals, values, and lifestyle. 2 - Create a financial plan and investment portfolio tailored to your family’s needs. 3 - Execute and monitor the plan so it’s always up to date. So please schedule a call with a 360 Financial advisor. We want to make sure you can stop worrying about the economy and instead, enjoy building a positive legacy and spending time with those you love.
10 Ways a Fiduciary Financial Advisor Can Help You Cultivate & Preserve Multi-Generational Wealth
When you work hard and make sacrifices, you deserve the best possible guidance. Discover the ten things you should do to preserve multi-generational wealth and how a fiduciary financial advisor can help.
360's Financial Planning Resources
How to Get Smart with Your Finances
Financial Advisors Minnesota
Fiduciary Financial Advisors
Minneapolis, MN & Beyond
360 Financial is headquartered in Wayzata, Minnesota with additional offices in Elk River.
We work with clients across Minnesota and the US. Whether you live in Minneapolis or Miami, we can help you with your retirement planning, financial planning, wealth management, and estate planning.