Financial Advisors, Wealth Advisors and Financial Planners in Wayzata, MN
360 Financial is a boutique wealth management firm in Wayzata serving clients throughout Minnesota including Wayzata, Minneapolis, Elk River, and St. Louis Park.
Our wealth advisors and wealth management team help successful families, business owners, and top-of-their-field professionals move toward financial independence.
With over 25 years in business, and some of the top financial advisors, wealth managers, and financial planners in Minnesota, we can help ensure you have a financial plan and retirement plan that meets your needs.
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Your Financial Goals Come First
You deserve to have the best possible guidance when building and protecting your wealth and legacy.
At 360 Financial, your financial advisor will take the extra time to get to know you on a deeper level so that your financial plan and portfolio meets your needs.
Circumstances change.
Life can throw the unexpected at you.
During those times, your financial advisory team will be there to guide you so you stay on track with your goals. Whether you’re planning for retirement or want to ensure you leave a positive legacy and preserve generational wealth, our advisors can tailor a financial plan and investment portfolio for you.
Wealth Management Firm in Wayzata, MN
360 Financial is located on Lake Street, just across from Wayzata Bay. We’re a 20-minute drive from Minneapolis and serve clients in the region as well as across Minnesota and the country.
360 Financial’s Location in Wayzata, MN
Address: 849 Lake Street E, Wayzata, MN 55391
Wayzata Phone Number: 952-542-8900
Hours: 8 AM to 5 PM, Monday to Friday
Email: info@360financial.net
Areas in Minnesota 360 Financial Serves
360 Financial serves clients in Wayzata, Minneapolis, St. Louis Park, Elk River, Woodland, Minnetonka, Hopkins, Deephaven, Medicine Lake, Long Lake, Medina, and many other communities throughout Minnesota.
We also serve clients who live in various states across the country.
360 Financial’s Advisory & Wealth Management Team
360 Financial was founded by Mike Rogers, a fiduciary, financial advisor, and entrepreneur who cares about enriching lives and leaving a positive legacy.
Mike has over 30 years of experience as a financial advisor and has been growing 360 Financial’s team of dedicated financial advisors since 1995.
When you work with 360, you are supported by a dedicated 25-person team of specialists.
Wealth Management and Financial Planning Services in Wayzata
360 Financial provides comprehensive wealth management, investment management and financial planning services.
Our services include the following:
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Comprehensive and long-range wealth management and financial planning
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Education planning and funding (college planning)
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Risk management
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Specialist referrals
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Personal tax planning and strategies
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Retirement savings and planning
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Implementing retirement plans – 401(k)s, SEP IRAs and SIMPLE IRAs
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Will and trust planning
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Legacy planning
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Generational wealth planning
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Investment advice and management
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Philanthropic planning and charitable giving
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Retirement goals and planning
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Business Owner Cash Flow Planning
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Schedule a 15-minute call with a 360 Financial advisor to find out if we are the right fit, how we can help you, and how the process works.
Speak with a Fiduciary Financial Advisor
Get the best financial guidance for your exact situation and goals. No more cookie-cutter solutions or high-cost products.
