What is 360 Wealth Management
“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.”
Click each to reveal the services that we provide for each category.
- Multiple-tier cash reserve strategies.
- Tax-efficient investment strategies
- Roth conversion analysis
- Tax minimization strategies
- Coordination with CPA
- Qualified & non-qualified investment strategies
- Distribution planning
- Retirement projections, including “what if” scenario planning
- Tax-efficient investment allocation
- Market neutral investments
- Concentrated stock diversification
- Alternative investment strategies
- Life insurance planning
- Long term care and disability analysis
- Property & casualty review
- Asset protection strategies
- Estate tax minimization strategies
- Wills & trusts reviews
- Coordination with your estate attorney
- Legacy planning
- Charitable gifting strategies
Investing involves risk including loss of principal. No strategy assures success or protects against loss. 360 Wealth Management and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.
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.