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Goals Based Investing

We believe that risk should only be undertaken to the extent necessary to pursue our clients’ goals. Our role is to provide clarity so that clients can be informed, deliberate, and intentional about the real relationship between risk and return. Regardless of whether risk is a preference or a requirement, 360 Wealth Planners' advisors strive to fulfill broad diversification and reduce equity exposure when our indicators show it prudent to protect the portfolio.

Let's Look a Little Deeper

Bedrock Investment Philosophy

"We treat our clients like family." - Brandon Day, Founder

360 Wealth Planners is built upon these fundamental principles: sensitivity to expenses and taxes, proactive asset management, a transparent fee structure, and a measured approach to risk. We know that change is the only truly constant in the financial landscape. So, rather than run from or rail against this reality, our team seeks to work with it.

Proactive Asset Management

We believe investment portfolios must be managed professionally and proactively, and financial lives must be governed by caution and prudence. We are patient investors with an eye towards maximizing risk-adjusted returns, not merely gross nominal returns (which are the only ones that get reported). Our advisors review portfolios on an ongoing basis to ensure your portfolio aligns with your specific needs and objectives.

Sensitivity to Expenses and Taxes

Taxes are inescapable for all of our clients and are a significant consideration for many of them. Our advisors are experienced in mitigating the tax consequences of portfolio management. We exercise care in the appropriate placement of investments within taxable and tax-deferred accounts and continually monitor and review portfolios for tax opportunities.

Expenses reduce investment returns for every client. Since 360 Wealth Planners has no proprietary financial interest in any investment product, we strive to select investments for our clients that combine top performance expectation with the lowest possible cost.

Transparent Cost Structure

We are independent advisors, not brokers; as a result, we do not attempt to sell products to you. We primarily offer managed accounts with a cost structure based on your total household assets under management.  

when you do well, we do well.

STRUCTURED NOTE LADDER

RISK-MANAGED EQUITIES

(Bonds & Similar Vehicles)

Fixed Income

Phone: (972) 421-1358

Address: 17300 DALLAS PKWY STE 2065 Dallas, TX 75248

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Wealth Planners, a dba of Advisor Resource Council, a registered investment advisor. 360 Wealth Planners and Advisor Resource Council are separate entities from LPL Financial.

 

The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA.

 

Tax preparation services not offered by 360 Wealth Planners or LPL Financial.

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Address: 17300 DALLAS PKWY STE 2065 Dallas, TX 75248

Phone: (972) 421-1358

© 360 Wealth Planners 2020

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