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Who We Serve

Three Sixty can add massive value to your life.

Our clients are affluent families, business owners, and key executives who are dealing with complex financial issues and looking for a different level of tailored advice. Over the years, we have developed a reputation for working with individuals who exhibit the following characteristics:

Does this sound like you?

  • Fiscally conservative
  • Socially responsible
  • Family steward
  • Good savings habits
  • Positive and pleasant
  • Dual-income household
  • Value professional advice
  • Five to ten years from retirement
  • Successful executive or business owner
  • Seeking simplicity
  • If so, Three Sixty can add massive value to your life.
    Learn how by reading more about our services.