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.
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.