Our Story
Three Sixty Wealth Management is a comprehensive financial planning and wealth management firm that relocated from Naperville, Illinois to Bloomington, Illinois, and continues to serve the greater Chicagoland area. We specialize in developing customized financial plans unique to each client, providing holistic services ranging from investment advisory and retirement planning to tax and estate planning.
We are an SEC Registered Investment Advisor, serving as fiduciaries and acting in our clients’ best interests. Putting your interests first and providing objective advice and solutions is more than just our mission – it is our fiduciary duty.
Who We Serve
Our clients are affluent families, business owners, and key executives who are dealing with complex financial issues, working to simplify their lives, and seeking a different level of tailored advice. Over the years, we have developed a reputation for serving business owners who own State Farm Agencies.
At Three Sixty, we are laser-focused on helping our clients plan every aspect of their lives – not just their personal financial matters or investments. We work well as a team; everyone is always asking how they can help. Personal relationships and connection are important to us.
Our Approach
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.
Founder
Three Sixty was founded by Jim Dischert, Founder, CEO, Senior Wealth Advisor, in 2006, determined to provide a superior level of commitment, dedication, and service to his clients. The advice he provides is focused on a philosophy of sound and conservative principles that utilize a wide variety of financial products and services with a focus on cost efficient portfolios, asset distribution, and wealth preservation.
With trust as the basis of every relationship, the team at Three Sixty shares the same philosophy in serving our clients. In the end, it’s all about creating partnerships that thrive on transparency, accountability, and collaboration.
