Wealth Management - Wayzata, MN

Financial Advisors, Financial Planners and Wealth Managers in Wayzata, Minnesota

360 Financial is a boutique wealth management firm serving clients in Wayzata, Minneapolis, St. Louis Park, Elk River, Minnesota.

We 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.

Wayzata, MN Location

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: [email protected]

 

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 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.

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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:

  • Comprehensive and long-range wealth management and financial planning
  • Education planning and funding (college planning)
  • Risk management
  • Specialist referrals
  • Personal tax planning and strategies
  • Business tax planning and strategies
  • Retirement savings and planning
  • Retirement tax planning strategies
  • Implementing retirement plans – 401(k)s, SEP IRAs and SIMPLE IRAs
  • Estate and estate tax planning
  • Will and trust planning
  • Legacy planning
  • Generational wealth planning
  • Investment advice and management
  • Philanthropic planning and charitable giving
  • Retirement goals and planning
  • Business Owner Cash Flow Planning
  • Succession Planning

Schedule your 15-Minute Call

Speak with an Advisor

Schedule a Call with a Financial Advisor

If you would like to work with a wealth management and financial planning team that cares about your happiness and future, please schedule a call with one of 360 Financial’s advisors.

You can schedule a 15-minute introductory call to ask questions and find out how we can help you.

We look forward to hearing from you.

Schedule a 15-Minute Call
360 FINANCIAL HQ

360 Financial Company Details

Time in Business: Founded in 1995
Assets under management: $550M+
Account minimum: 360 does not currently have an account minimum
Fee Structure: fee based
Team: Dedicated 25-person team of specialists

We help simplify your financial planning process and cushion the effects of impactful financial events.

Learn about 360 Financial
BIG PICTURE PLANNING

360 Life Wealth Process

360 Financial’s purpose is to enrich your life by leading you through impactful financial events such as changing jobs, moving, retiring, or a recession.

Our Life Wealth Plan helps you manage your goals by focusing on what you can control as you pursue your financial independence. We look at four areas of your life to build a plan for your unique goals: Family, Occupation, Recreation, and Money.

The Life-Wealth Process