MaximizeYour Life’s Work.
Providing a helping hand beyond fee-based financial planning so your family business and wealth are taken care of.
About usHelping business families with your life goals.
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—both within and beyond your business.
Our holistic and fee-based approach to financial planning 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 guidance you need to navigate the intricate areas of family, wealth, and business, always ensuring that you receive unparalleled personalized service.
We know the challenges inherent in building and transitioning a family business, which is why we go beyond business considerations. The entire Three60 team understands that there’s more to your concerns than just the business itself; there’s a deep care for your family, and also your employees and their families that rely so heavily on you.
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!
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 business owners like you 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.
Your business and financial achievements have 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 succession planning, estate planning, retirement planning, or business planning, together, we can establish a strategy that strengthens your business and maximizes your life’s work.
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Contact usView your planning from a new perspective.
Our team of wealth and estate planners create comprehensive and fee-based wealth plans to safeguard the financial future of your family and your business.