360 WEALTH MANAGEMENT

At 360 Wealth Management we are dedicated to providing customized strategic wealth planning and investment management. Our process begins with a personalized financial plan. Then we construct an ongoing dynamic strategy that will become the basis of your relationship with our firm. Simply put, we strive to be our client's trusted advisor... 360 Wealth Management employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Advisor Resource Council; or (2) solely investment adviser representatives of Advisor Resource Council. Although all personnel operate their businesses under the name 360 Wealth Management, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services... We understand that not every client that walks through our door is the same, which is why we provide investor education and personalized portfolio guidance. We believe..

Primary location: Jenks United States