Life easier & more profitable

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How We Work

why i use a
financial advisor

in a box


introduction to

The Clarity Navigator

Over the years we have developed a system to service the complexity of your financial life and mold it into a planned and manageable solution using our carefully curated tools. Introducing, The Clarity Navigator, devised of four distinct tools to identify your strengths, weaknesses, and goals to create a financial, long term solution that is just right for you.

”the quality of a person’s life is in direct proportion to their commitment to excellence.” – Vince Lombardi

360° Wealth Resources works with you to intimately understand your optimal outcomes and precisely identify your future income needs. This allows precision in the allocation to volatility and non-volatility portfolios, that account for the when and how much of all your cash flow requirements.

Qualifying clients may also access comprehensive “Family Office” services.


How We Make Life Easier & More Profitable

360° Wealth Resources provides totally customizable solutions and available resources, reflecting a 100% “open architecture” resourcing model. As a Fiduciary, we are aligned with your interests always. We deliver to spec per your unique needs – you name it. To do this effectively and in an accountable way, an exclusive and unique process called the Clarity Navigator was created. Each of the four structures contain detailed, powerful, process structures and is distinctly different in the job it performs. The optimal application of the Clarity Navigator structures is to apply the Strategic Organizer first, then the Dimensional Experience, the Collaboration Network, and the Advantage Builder.

step 1

The Strategic Organizer

Step 2

The Dimensional Experience

Step 3

The Collaboration Network

Step 4

The Advantage Builder

Each has specific and complex deliverables, carefully categorized in 3 ways – Dangers Eliminated, Opportunities Captured and Strengths Maximized, with the inevitable outcome…your life easier and more profitable.

Client Stories

We are happy to be of Service.

Carol & Chuck

Human Resources Expert
& Manufacturing Engineer


Former Special Risk Underwriter

Brian & Vicki

Emmy Award Winning Producer
& Fourth Grade Teacher

Client Feedback

Feedback is critical to everyone’s success

At 360° Wealth Resources we don’t want a client to have a need, challenge, concern or question that never gets addressed.

We love to learn what our clients and their families are thinking so that we can focus on what’s important to them and their specific needs. We also want our clients to know what we do.

After analyzing our internal data, it occurred to us that most clients only utilize 30% of the services we offer. We took the opportunity to learn a little more about our clients – what they need, what they like, and how to make our services better available to them.
Here are some of their responses.

The Team

Your success depends on having bigger, faster, stronger teammates.

We use our experience, background & training to pick great teammates that make your life easier & more profitable.

Timothy brown

Managing Member

dean rowbotham


institutional partners

Resources for You

We believe in the four-way test

The Four-Way Test is a nonpartisan and nonsectarian ethical guide for Rotarians to use for their personal and professional relationships – Of the things we think, say or do.

1. Is it the TRUTH?

2. Is it FAIR to all concerned?


4. Will it be BENEFICIAL to all concerned?


Keep In Touch

Tel.: (310) 821-2255
marina del rey, ca, United States