Where Do You Want Your Future Financial Roadmap to Take You?

Three Sixty develops customized wealth plans unique to each client through our Wealth Elevated platform. Wealth Elevated is designed by expertly blending the Art of your life and the Science of our proprietary process to deliver your plan in a meaningful way. Our clients are affluent families, business owners and key executives who are looking for a different level of tailored advice. We help you plan more effectively for the complex issues you face with a focus on the people that matter to you the most - your loved ones!

Our Services

Investment Advice

Advanced Planning

Estate Planning

Tax Planning

Meet Our Team

Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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“Financial independence is available to those who learn about it and work for it.”

- Jim Dischert

Our Process

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. We utilize our comprehensive approach to help.

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"Simplicity is the Ultimate Sophistication"

- Leonardo da Vinci

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