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Wealth 360
The
Solution
A collaborative wealth management experience where we do the heavy lifting.
Teamwork makes the (retirement) dream work.
Trying to piece together a plan on your own with advice from different professionals who have never met each other can be a frustrating and time-consuming process. Knowing if you are on the right track can be nearly impossible.
Our solution is designed for clients who desire a single source for the creation, implementation, and management of a holistic financial plan that integrates and coordinates the recommendations of all new and existing advisors.
Clients who choose this solution are provided with a variety of services that include:
On-demand financial services with priority scheduling and service requests
Macro-management of personal finances working with new or existing advisors
Up to 1 family governance meeting per year with important family members and other advisors
Personal financial management website to help organize and monitor personal finances
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