MaximizeYour Life’s Work.
Providing unbiased, fee-based financial planning so you and your family are well planned for.
About usHelping Successful Families and Business Owners Maximize Their Life’s Work Through Our Independent, Fee-for-Service Financial Planning Approach.
Leading with heart and helping you view your financial planning holistically.
Everything we do, we do because we believe in helping you realize and maximize the wealth you’ve created so you and your family have the freedom to live a fulfilling life.
Our holistic, independent, fee-based financial planning approach is how we strategically make the most of your life’s work in order to build a secure future for you and your family. Our team provides you with the unbiased guidance you need to navigate the intricate areas of family, wealth, and business, always ensuring that you receive unparalleled personalized service. Whether you are interested in a one-off plan, or a more hands-on approach, such as that offered through our Family Office, we will always have your best interests at heart.
We know the challenges inherent in building and transitioning family wealth. The entire Three60 team understands that there’s more to your concerns than just Investment management; there’s a deep desire to be well-planned for and to partner with a team you can trust.
Our teamA look behind the business.
Jason Nagel
CFP, CLU, TEP
Founder of Three60 Wealth
Director of Advanced Planning
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 believe that by planning with heart, passion, and drive, we can help families like yours maximize your life’s work to achieve all your financial goals.
Our servicesEvaluation. Discovery. Implementation.
A Three60 Wealth Plan is the foundation—strategically created for you, integrating your specific financial and life goals through our independent fee-for-service financial planning approach.
Your dedication and hard work has created a prosperous life for you and your family. What you’ve built—what you’ve accomplished—is something to be proud of and something worth protecting. Whether it’s Retirement planning, Estate planning, Tax planning, Business Succession planning, or a more managed approach, such as that offered through our Family Office, our team can be trusted to always look out for your best interests, and maximize your life’s work.
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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.