My 360 Wealth Management Group

What is Financial Life Management

Our Strategic Partners

United Capital Finlife
TD Ameritrade
Charles Schwab
Fidelity

Our Broker/Dealer

#1 Independent Broker Dealer
#1 in Net Customer Loyalty
$659 Billion in assets served
$292 Billion in advisory assets

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Our Portfolios

Customized Equity & Bond SMAs
DFA
Goldman Sachs
JP Morgan
BlackRock
Vanguard

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Why Us

Holistic Financial Life Management
Investment Fiduciaries, AIFs, CFP® Professionals
DFA Authorized Advisors
Multi Custodial Platform
Premier Planning & Reporting Technologies
Low Transparent Fees

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Our Investment Philosophy

Core & Satellite Approach of Investing
Socially Responsible & Custom Tailored Portfolios
Factor Based Investing for Outperformance
Liability Matching Multiple Risk Portfolios (Income vs Growth Buckets)
Tradeoffs between Downside Risk Strategies vs Fees vs Performance
Tax Efficient Portfolios & Asset Location

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Business Services

Attracting and Retaining Key Employees
Planning for Business Succession
Personal and Business Tax Planning
Effectively Managing Short-term Cash
Aim to Build and Protect Personal Wealth

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"Life is a collection of experiences, we help you plan for them

Pierre M. Movsessian, MBA, CFP, AIF

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.