360

At 360 Wealth Management, we believe in being different. We look at each client's needs from a fresh perspective and take equal measure of both the challenges and opportunities our clients face. We combine the strength of financial planning with a disciplined approach to wealth management. We're independent advisors so our recommendations are based on what is most suitable for our clients and not by proprietary products or biases... Whether you are growing your own business or non-profit, looking ahead to find ways to safeguard your family's future, developing a detailed retirement income strategy, or crafting a family legacy- our firm has the accumulated knowledge to help you reach your goals. We look forward to helping you make the most of your wealth and preparing you for the unexpected with our full circle approach... ABOUT LPL FINANCIAL For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of preserving and g ...

Primary location: Dallas United States