Financial planning and wealth management services originally began as a profession which guided the financial and administrative concerns of entrepreneurs and affluent families, thereby allowing them to focus on career, family and leisure.

My 360° Wealth Management Group has maintained the essence of this relationship between the trusted advisor and the client. Through the active leadership and vision of our team leader, Pierre M. Movsessian, MBA, CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary, we are proud to provide a holistic Financial Life Management process — who together with the client’s accountant, attorney and other outside professionals*, plan and manage the client’s entire financial life and business affairs.

As Certified Financial Planners™, Accredited Investment Fiduciaries®, and Registered Investment Advisor Representatives, we are committed to high professional and ethical standards. When providing advisory services as Registered Investment Advisor Representatives, we are subject to fiduciary obligations and focused on helping clients make informed financial decisions.

We are proud to work toward providing our clients the very best when it comes to helping them live their one best life.

*My 360° Wealth Management Group, Global Retirement Partners and LPL Financial do not provide tax or legal advice. Tax, legal, accounting, and other professional services are offered by independent third parties and are separate from services offered through My 360° Wealth Management Group, Global Retirement Partners and LPL Financial. Clients are under no obligation to use any referenced provider.