ABOUT LPL FINANCIAL
For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth.
BEDROCK INVESTMENT APPROACH
360 Wealth Management is built upon these fundamental principles: sensitivity to expenses and taxes, proactive asset management, a transparent fee structure, and a measured approach to risk.
“At 360 Wealth Management, it is our goal to provide wealth management that encompasses the 360 degrees of your life and gives you the freedom to live it.”
360 Wealth Management
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.
The Value of Independence?
Ready to Make a Plan?
Life in a Box
17300 N. Dallas Pkwy, Suite 2065
Dallas, TX 75248
Main Phone: 972-421-1360
Main Fax: 972-421-1390
The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA.