Focused on Lifestyle Sustainability
360° Wealth Resources is about making your life easier and more profitable.
Our firms expertise is in decumulation – the conversion of assets accumulated during your working life into a pension-like income delivered in a sustainable inflation adjusted way during your entire life. We keep you moving forward by identifying three key features that focus both your fears and goals to personalize a solution and map the right course of action just for you.
• no plan for success
• wrong teammates
• unknown volitility of current & future consumption
• clarity of my success trajectory
• a clear view of my money at work
• family office services
• passion, skills, interests
• money producing potential
• excellent teammates
360° Wealth Resources manages custom investment solutions for a base of clients including, entrepreneurs, retirees, insurance and legal executives, 401(k)/Qualified Plans and various institutions.
Both the 360° Wealth Resources client experience and investment process deliver expertise and intellectual capital, that never relies on opinion or a guess. We help clients pursue clarity for the purpose of their success and to support the most effective plan to achieve that purpose. 360° Wealth Resources is built on the knowledge that client goals are best met through careful selection and collaboration with other professionals. For individuals, that can mean tax, retirement, estate, and philanthropic resources; for institutions, it means fiduciary services and for 401(k) Plan Sponsors ensuring ERISA and Department of Labor compliance.
The Complexity Solution
360°WR is committed to helping you navigate the way through your life’s journey by providing you with services that take the guess work out of planning your financial future.
”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.
The Strategic Organizer
The Dimensional Experience
The Collaboration Network
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.
We are happy to be of Service.
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.
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.
Resources for You
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?
3. Will it build GOODWILL and BETTER FRIENDSHIPS?
4. Will it be BENEFICIAL to all concerned?