Products & Services

At 360 Wealth Management Partners, we provide assistance in the following areas:

Investments

  • Managed Accounts
  • Bonds
  • Stock
  • Coverdell Education Savings Accounts
  • 529 College Plans
  • Mutual Funds
  • Traditional IRAs
  • Roth IRAs
  • Unit Investment Trusts (UITs)
  • Real Estate Investment Trusts (REITs)
  • Annuities

Financial Planning

  • Fee Based Advisory Services hourly and turnkey fee options
  • Comprehensive written plans
  • Estate planning
  • Retirement planning

Employer Sponsored Benefit Programs

  • 401(k)s Safe Harbor options available
  • Profit Sharing Plans
  • SIMPLE IRAs
  • SEPs
  • Non-qualified deferred compensation

Insurance

  • Life Insurance
  • Disability Insurance individual and group
  • Long Term Care Insurance