Private Wealth Management
For families whose wealth sits in markets, property and retirement accounts. The investing is the visible part; what changes the outcome is the sequence of decisions around it — when to claim Social Security, how a concentrated position is unwound, whether the beneficiary designations still match the will. Usually the first relationship, and often the one the others grow out of.
Group Benefits & Retirement Plans
For companies and nonprofits that sponsor a plan and carry the fiduciary responsibility for it. A plan has three constituencies — the company, the owner, and the employees — and most advisers serve the first and treat the other two as afterthoughts. This is also how we come to know most business owners.
Exit Planning for Owners
For owners whose wealth is still inside the company. Nearly everything that determines what you keep is decided in the years before a buyer is in the room, and the advisory team that helps you sell is not the one that helps you afterward. We are in all four rooms — before, during, after, and the years that follow.
Family Office & Family CFO
For families whose picture has outgrown any single adviser: several professionals, entities and trusts, property in more than one state, a next generation who will inherit all of it. Someone has to hold the whole balance sheet and convene the specialists. Engaged on one flat annual fee, capped, once scope is agreed.
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Every plan begins with a complimentary, no-obligation conversation about your goals.
Schedule a ConsultationMy 360 Wealth Management Group, Global Retirement Partners and LPL Financial do not provide tax or legal advice. Please consult your tax advisor or attorney for guidance specific to your situation.
LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.