Who We Serve

At 360 Wealth Management Partners, we specialize in guiding individuals and families through pivotal financial transitions. Our clients often share common goals: seeking clarity, confidence, and a purposeful strategy for their financial future.

Retirees and Pre-Retirees

You’re approaching or enjoying retirement and would strive for your wealth to support your lifestyle, healthcare needs, and legacy aspirations. We help you navigate Social Security decisions, tax-efficient withdrawals, and long-term care planning.

Business Owners

As a business owner, you’re focused on growth, succession planning, or exiting your enterprise. We provide strategies for tax optimization, retirement planning, and preserving the wealth you’ve worked hard to build.

High-Income Professionals

You’re a high-earning professional seeking to maximize your income, manage stock options, and plan for early retirement. We offer personalized investment strategies and tax planning to align with your ambitious goals.

Military Retirees

Having served our country, you’re now planning for a secure and fulfilling retirement. We understand the unique benefits and challenges of military retirement and offer tailored financial guidance to honor your service.