849 Lake St. E
COVID-19 Response: 360 Financial is committed to helping our community through these tough times by answering your questions and making sure you have a solid plan in place. We're dropping our minimum requirement of $500,000 in investable assets so that we can act as a sounding board to anyone who needs us right now. Even if you're not a client, we want to help.
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PLANNING WITH PURPOSE
360 Financial is a locally owned, boutique wealth management firm, primarily for a select group of successful families and top of their field professionals. We work hard to get to know you and your family so we can better understand what you need now, and in the future.
Our goal is to take all of the pieces of your financial puzzle and put them in place. We've refined and implemented a process centered around you, your goals, and what matters to you. We call this 'Big Picture Planning.'
We consider our clients like family, and take the extra time to get to know every client on a deeper level. Circumstances change; life can throw the unexpected at you, and you may find that some of the goals you set for yourself no longer serve your purpose. During those times, we will be there to advise you further and help you make any needed changes to your plan.
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