MaximizeYour Life’s Work
Far from Traditional. Providing a new approach to your financial planning and wealth
management.
About usWe partner with successful families who have $3 million or more in investable assets, are nearing or in retirement, and value proactive financial planning.
Most successful families implement proactive planning as their number one financial strategy.
Unlike the traditional approach that many advisors take – emphasizing investment management while giving minimal attention to financial planning, we believe in proactive planning and that financial planning and investment management deserve equal focus.
Financial planning isn’t a one-time event. To seize opportunities as they arise, enjoy a tax-efficient retirement income, and experience the peace of mind needed to fully embrace what matters most to you, you need a team that excels in both areas. This means delivering not only top-tier investment management but also ongoing, proactive financial planning. The conventional model of focusing solely on investments simply doesn’t meet the mark.
You deserve better. Stop settling for mediocre advice and the traditional model.


Our teamA look behind the business.

Jason Nagel
CFP, CLU, TEP
Head of Business Development
Starting his career in financial services in 2001, Jason learned the ropes quickly but also learned this: the industry model of putting products before advice was not something he could get behind. So, in 2011, Jason founded Three60 Wealth, setting out to do business authentically, where people were the focus.
With unwavering levels of integrity, Jason is focused and driven to make a difference in the industry and in the lives of each and every client he serves. His commitment to embracing change is reflected in how Three60 operates, Jason is always striving to find innovative ways to serve the business families Three60 works with. Everything he does centres around providing value.
Jason lives a fulfilling life outside of work, spending his time being active with his wife and their children, and on his many personal activities.

Stephanie Dwyer
CFP, CLU, TEP
Wealth & Estate Planner
Joining the financial service industry in 2006, Stephanie quickly found her niche in financial planning. Her ability to form strong relationships with clients makes Stephanie an invaluable asset to Three60, and all our clients who benefit from her insight and understanding.
Driven to create prosperity for clients, Stephanie is dedicated to elevating the experience of each Three60 client. She continually creates unique and strategic wealth plans for all her clients, setting them up for long-term success.
Outside of the office, Stephanie can be found in the mountains year-round, adventuring with her husband and her huskies!

Braeden Osske
CFP
Wealth & Estate Planner
At a young age, Braeden saw the effects a strong foundation and proper guidance can have on someone’s life. This, paired with exceptional interpersonal skills and a desire to help others is what had led him to pursue a career in financial planning.
Bringing a fresh view to the modern finance industry, Braeden is focused on building long lasting relationships and helping clients find a balance between enjoyment and pursuing financial goals.
Outside of his career, Braeden places lots of importance on being active and healthy by playing various sports such as Pickleball or attending various types of fitness and training classes.

Roma Gahir
Client Services Associate/Administrative Assistant
Roma has many years of experience providing exceptional customer service as an administrative assistant and applying her education in business, with a major in finance.
Her past experience in human resources is an asset to the Three60 team, and Roma’s positive attitude helps fortify our team environment. She always brings a smile, no matter what challenges lie ahead.
In her personal time, Roma enjoys many family gatherings and spending time in nature with her husband and their daughter.

Our difference
We do things differently.
Instead of following the traditional model, we’ve reimagined it from the ground up – transforming and refining it into something far more effective.
Our approach provides equal focus on comprehensive financial planning and top-tier investment management, ensuring they work seamlessly together to support and enhance your overall financial strategy.
How We Can HelpClear Direction. Insightful Perspective. Unwavering Confidence.

Maximize Your Life’s Work™ with our Holistic Planning Approach
At Three60’s Family Office, we believe planning should be the cornerstone of your financial strategy. Designed specifically for successful families and business owners with $3 million or more in investable assets, our Family Office model goes beyond traditional investment management to deliver a comprehensive, proactive approach.
With our expertise, we will help you:
- Develop a tax-efficient retirement income strategy.
- Optimize how you draw funds from your holding company.
- Plan for a tax-efficient transfer of assets to your children.
- Maximize investment returns by adopting a pension-style investment approach.
- Stay ahead with proactive planning opportunities tailored to your unique needs.
Stop settling for mediocre advice that is offered under the traditional model. You deserve better.
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Contact usView your planning from a new perspective.
Take the first step. Schedule a complimentary meeting to assess your unique planning needs and together let’s discover if we can help you achieve your goals.