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Blog Three60’s Unique Approach: Ahead of the Planning Curve

April 15, 2024

In today’s intricate financial landscape, the expertise of an independent, fee-for-service financial planning firm like Three60 Wealth is paramount. We serve as trusted partners, as indispensable guides, offering comprehensive services tailored to individual needs and aspirations without bias, and with an unparalleled depth of expertise.

We Craft Unique, Personalized Plans:

No two clients are alike, which is why we at Three60 Wealth pride ourselves in taking a personalized approach to financial planning. As opposed to having an unfamiliar planner parachute in to work alongside the selling advisor, our planners work closely with you to understand your unique circumstances, goals, and values, crafting a customized plan that reflects your individual needs and aspirations; plans that expand well beyond the question of “Do you have enough to retire?”.

Unbiased, Independent Guidance:

As an independent, fee-for-service firm, we are not beholden to specific financial products or institutions and are committed solely to your best interests. Our advice is untainted by the influence of commissions or sales quotas, ensuring recommendations are solely driven by what’s best for you.

Comprehensive Approach:

At Three60 Wealth, we understand that holistic planning extends beyond investment management. Our services encompass retirement planning, tax optimization, business planning, and estate and trust planning. Our top-tiered multi-family office approach encompasses all financial and family aspects of your planning, leaving no stone unturned in safeguarding your wealth and legacy.

Trust and Transparency:

Transparency is the cornerstone of our client relationships. By eliminating conflicts of interest inherent in the traditional advisory model, we foster unwavering trust and transparency, empowering you to make informed decisions with confidence.

Implementation Excellence:

Crafting a comprehensive financial plan is just the beginning. Our team provides hands-on support, quarterbacking the execution of the plan, from setting up trusts to navigating intricate tax

implications. We ensure that every detail is meticulously attended to, so your plans are effectively implemented.


Our Independent, fee-for-service planners stay abreast of market trends, legislative changes, and shifts in personal circumstances to proactively adjust financial strategies. By offering ongoing guidance and support, we at Three60 ensure that your financial plan remains aligned with your evolving goals and priorities.

Three60 Wealth is more than just a financial planning firm; we are trusted partners committed to guiding our clients through life’s financial complexities with confidence and peace of mind. With our unwavering dedication to unbiased advice, comprehensive approach, and expertise in complex matters, we empower our clients to secure their financial legacy for generations to come.

Authored by: Jason Nagel, Director of Advanced Planning at Three60 Wealth