I · Private Wealth
Our Mission
— Pierre M. Movsessian
Our mission is to empower our clients and their families to live their one best life, through education and trusted advice.
We act under a fiduciary standard of care and put your interests first. We review where you stand, learn what you’re working toward, and build a plan to chart the path.
Who we serve — four quarters of one circle
Individuals & Families
Investment management is the visible part. The work that changes outcomes is usually everything around it — taxes, timing, protection, and the decisions that only come up once.
Growing it
Protecting it
The Part That Isn’t Numbers
How you’re wired
How it gets done
Some lives get more complicated — a business heads toward a sale, or the number of people advising you passes the point where anyone sees the whole thing. When that happens, there’s somewhere to go.
Included With Every Relationship
The technology behind your Family CFO — your whole financial life, your family and your advisers in one secure place.
Talk to us
One private thread to your Family CFO — for anything, any time.
Know the status
Every open item — ours, your attorney’s, your CPA’s — owned, tracked, done.
Dream & plan
What you’re working toward, and what you’re living for.
See it all
Businesses, real estate and investments — with every document, including your living trust, in one vault.
You hold the keys
Your spouse, children and advisers each see exactly what you choose.
Built for forever
Your wishes recorded in advance — opened to the right people if it is ever needed, as your living trust directs.
Custodians & platforms
Custodians Charles Schwab · Fidelity · LPL Financial
Planning & reporting eMoney · Black Diamond
Your assets are held at an independent, regulated custodian — never by us. Names and marks are the property of their respective owners and are shown for identification only. Their inclusion does not imply endorsement of, or affiliation with, My 360 Wealth Management Group.
Advice For Life
The four steps never change. What changes is their scope — for one family a portfolio, for another an entire balance sheet and every adviser attached to it.
Before we crunch numbers, we talk about what matters most — family, community, aspirations — and figure out where you are now.
We assess where you stand against your goals, weigh the financial implications of each, and find the gaps.
We recommend specific strategies aligned with each goal, and implement your customized plan.
Life happens. We track the plan, help you prepare for the unexpected, and adjust as circumstances change.
The Rest of the Circle
Private Wealth is where most relationships begin. It is rarely where they end — a business sells, a plan needs a fiduciary, a family outgrows a single adviser.
For owners whose wealth is still inside a business — before, during and after the sale.
One Family CFO coordinating every adviser, and continuity so your family never starts over.
Retirement plans and benefits for employers — and how we meet most business owners.
Ask us for the brochure on any of these, or see all four together at my360wealth.com.
Why My 360
Certified Financial Planner™ — the profession’s gold-standard credential for comprehensive planning.
Accredited Investment Fiduciary — training in fiduciary responsibility and prudent investment practices.
Legally and ethically bound to put your interests first on the advice we give.
Pierre M. Movsessian, MBA, CFP®, AIF®, and his dedicated team — together with a network of leading attorneys, CPAs and specialists.
Office
500 N. Brand Blvd, Suite 2120
Glendale, CA 91203
Reach us
818.547.4720
service@my360wealth.com
www.my360wealth.com
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba My 360 Wealth Management, a registered investment advisor and separate entity from LPL Financial.
My 360 Wealth Management Group, Global Retirement Partners and LPL Financial do not provide tax or legal advice. Please consult your tax advisor or attorney. LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Pierre Movsessian CA Insurance #0B65327. Business valuation and exit planning services are educational and planning in nature and are not an appraisal, a fairness opinion, or a solicitation to buy or sell a business.