A full circle approach with you at the center

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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.

Cash Management
  • Multiple-tier cash reserve strategies.
Tax Planning
  • Tax-efficient investment strategies
  • Roth conversion analysis
  • Tax minimization strategies
  • Coordination with CPA
Retirement
  • Qualified & non-qualified investment strategies
  • Distribution planning
  • Retirement projections, including “what if” scenario planning
Investment Services
  • Tax-efficient investment allocation
  • Market neutral investments
  • Concentrated stock diversification
  • Alternative investment strategies
Risk Management
  • Life insurance planning
  • Long term care and disability analysis
  • Property & casualty review
  • Asset protection strategies
Estate Planning
  • 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.

CONTACT 360 WEALTH MANAGEMENT

Address:
17300 N. Dallas Pkwy, Suite 2065
Dallas, TX 75248

Main Phone: 972-421-1360

Main Fax: 972-421-1390

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through 360 Wealth Management, a registered investment advisor and separate entity from LPL Financial.

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.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.