Established Families
Families with significant assets who want an integrated approach to building, protecting, and eventually transferring wealth across generations. A team that cares as much about their future as they do.
Who We Serve
The Right Fit Matters.
Three Sixty is not built for everyone. We work with business owners, executives, and families across the United States who've outgrown "just an investment account" — people looking for a long-term partner, not a portfolio manager.
Does this sound like you? Keep reading.
Our Clients
Who We Work With
Our clients share one thing. They have financial complexity that goes beyond a simple investment account, and they want a team they can trust to coordinate all of it.
Business Owners
Entrepreneurs and business owners who need their personal wealth and business finances working together. From growth and protection through the complex decisions involved in buying, selling, or transitioning a business.
Key Executives
Senior leaders navigating complex compensation packages, deferred compensation, equity, and the financial decisions that follow career success. An advisor experienced enough to handle all of it, not just the investments.
A Specialty Worth Noting
Business Owners in Transition.
One of Three Sixty's most impactful areas of expertise is helping business owners buy, sell, or transition ownership of a business. It's a moment with major tax consequences, and most financial planning simply isn't built to handle it.
Whether you're preparing to sell what you've spent decades building across Central Illinois, acquiring a new business, or planning succession, the decisions made in this window determine how much of your proceeds go to the IRS instead of to you and your family.
Our advisors are CEPA (Certified Exit Planning Advisor) certified, trained specifically to structure these transitions and reduce unnecessary tax exposure — before, during, and after the deal closes.
Pre-Sale Tax Planning
Strategic planning well before a sale closes to minimize capital gains exposure and maximize after-tax proceeds through legal, proactive structures.
Business Acquisition Strategy
Helping buyers structure acquisitions that protect personal wealth, optimize financing, and integrate the business into their broader financial plan.
Succession Planning
Whether passing a business to family, partners, or an outside buyer, we help business owners plan exits that are tax-efficient and aligned with their legacy goals.
Post-Transaction Wealth Management
Once the deal closes, we help business owners deploy proceeds wisely, building a wealth plan around their new financial reality and long-term goals.
The Ideal Client
Does This Sound Like You?
You do not need to check every box. No two clients are exactly alike, and that is the point. But if several of these resonate, there is a strong chance Three Sixty can add real value to your financial life.
Looking for a partner, not just a portfolio manager
Fiscally conservative with strong savings habits
Committed to building and sustaining lasting wealth
Successful executive or business owner
Grounded, purposeful, and a long-term thinker
Navigating a business buying or selling transition
Our Honest Take
We May Not Be Right
for Everyone
Three Sixty works best with clients who have a level of financial complexity that benefits from comprehensive, coordinated planning. If you are looking for a transactional relationship or a simple single-account solution, there may be a better option for your needs. We will always tell you that honestly.
If you are unsure, the easiest thing to do is get on a call. We will be direct with you about whether we are the right firm for your situation.
Begin the Conversation
Think We Might Be the Right Fit?
Start with a conversation to see if we are a fit — focused entirely on your situation: what's working, what isn't, and whether Three Sixty is the right partner. Most people leave with clarity they didn't have before.