Overview

360 Wealth Management Partners started as a team concept for an advisor who wanted to slow down and retire. Since then, 360 WM Partners has helped four other advisors successfully join and retire. Our team has a client first, service oriented attitude incorporating financial planning for our clients.

Each of the five practices/books we have bought have been merged/purchased successfully, exceeding the retiring advisors expectations. Each practices purchase price, transition plan and service model was different and unique based on what the selling advisor wanted/needed. We have also played lead role and helped merge/purchase five other practices for people in our region or regional office successfully. We are creative, hard working and put the client (seller or sellers clients) first and believe we have been blessed/successful both business and personal due to that philosophy.

Last Activity
2 weeks

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