Wealth Management
Wealth Management
Whether you are in the accumulation phase of your career or the distribution phase, our team of specialists will help you successfully navigate the potential threats to responsibly growing your assets by instilling a plan of confidence that enables you to exceed your goals.
At 360 Capital Management our services include financial planning and portfolio management. We adhere to a methodical process of in-depth analysis of your financial situation, short- and long-term goals and tolerance for risk. A customized financial plan is established that addresses portfolio construction, asset mix, retirement needs, income plan, tax strategy, education needs, estate plan and insurance. Your plan is monitored and rebalanced periodically to keep on track with your goals and objectives.
360 Capital’s Commitment to you:
- Minimum of annual review to assess progress toward goals
- Broadly diversified portfolio recommendation tailored to your needs & preferences
- Dedicated team of professionals responsive to your calls or contact
- Investment policy statement & Risk Profile Reviews to assure alignment of goals
- Advanced planning strategies and concepts
- Professionalism at all points in our process that models a ‘teacher’ mindset
Disclosure
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and 360 Capital Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. For a complete description of investment risks, fees and services, review the BCM firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting BCM.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.
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Listen to the Retire 360 Radio Show & Podcast hosted by Dwight Mejan for valuable insights and expert advice on retirement planning. Our show covers a wide range of topics from investment strategies to tax planning, and is designed to help you make informed decisions about your financial future.