You’re unique. Your wealth strategy should be too.
First, we want to understand what matters most to you and where you want to be in the coming years.
Next, we’ll create a customized LifeWealth Plan for you and your family. We’ll assess your risk tolerance and determine the asset allocation needed to seek to achieve your objectives.
Based on this assessment, you’ll receive a personalized investment policy statement.
.jpg)
Customized LifeWealth Plan
.jpg)
Diversified & Tailored to Your Goals
200 Years Combined Experience
What are the keys to 360’s investment philosophy?
Get a Diversified Portfolio
Our investment strategy utilizes low-cost ETFs and mutual funds, focusing on companies with strong cash flow and future growth potential, as well as high-quality bonds and bond funds.
This approach provides you with a diversified portfolio tailored to your financial goals.
Building on this strategy, we actively pursue investment opportunities, targeting industry leaders, innovators, and alternative investments.
360’s Investment Committee
Our investment committee plays a crucial role, meeting regularly to guide and oversee our core investment strategy.
With over 200 years of combined experience, 360’s investment committee offers you the advantage of a dedicated, highly experienced team.
What Matters Most?
At the heart of our investment philosophy is you.
We are committed to fully understanding you and your family and treating you like our family.
Our goal is to ensure your investments align with your unique needs and objectives. As your life changes and your priorities evolve, we’ll adjust your investments to align with your LifeWealth Plan.
After years of hard work and sacrifice to grow your business or excel in your career, you deserve to feel confident that what you’ve built is in good hands.
We value transparency and are always here to answer your questions and provide you with the best possible advice.
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Your Fiduciaries
As a fiduciary wealth management team, we never sell high-priced, commission-driven products.
Our sole focus is providing you with sound, personalized advice and a strategy designed to meet your specific needs and goals.
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Note: Investing involves risk including loss of principal. No strategy assures success or protects against loss.
.jpg)
Schedule a 15-minute call with a 360 Financial advisor to find out if we're the right fit, how we can help you, and how the process works.
Speak with a Wealth Advisor about Your Financial Goals
Get the best financial guidance for your exact situation and goals.
No more cookie-cutter solutions or high-cost products.
