• 715-203-4155
  • 715-203-4121
  • 1476 Blazing Star Blvd, Suite 3, Altoona, WI 54720

Follow us:

Because you deserve more than just investment recommendations.
You have the right to know what you will pay for our services. No surprises or hidden fees.
As we work towards achieving your goals, our main priority is to protect what you have worked so hard to accumulate. There’s absolutely no reason to take on more risk than what you’re comfortable with.
We won’t just tell you what to do. We want to forge a long-term, collaborative relationship with you, with open communication flowing both directions so we’re always on the same page.
Whether you need guidance on a major life transition, or have a simple question, our team will go above and beyond to help find the answer.
If we don’t know the answer, we’ll tell you, and then we won’t stop until we find the right solution.

HONEST ADVICE. COMPLETE PLANNING.

360 Wealth Management

Transparency

Protection

Collaboration

Service

Honesty

Client Services

We understand that today’s world of investing and financial planning is complicated. We have partnered with the best minds in the industry to provide a streamlined experience, so that you know where you are and where you are heading. Leave the details to us.