Be in command of your
financial future and legacy.
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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.
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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.
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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.
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We specialize in helping business owners and entrepreneurs diversify and plan for succession.
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We ensure your money is working hard and invested in line with your business and personal goals.
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Keep everything under one roof when you work with our CPA partner, Rapacki.