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Welcome to 360 Wealth Management Partners

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About Us

360 Wealth Management Partners may be a new name, but it represents 25 years of experience and effort.

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Our Team

Years of experience have prepared us to guide you through your life transitions.

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Financial Services

Bonds, Stock, Coverdell Accounts, 529 College Plans,
Traditional IRAs, Roth IRAs, Estate planning

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Sound Financial Strategies For Today's Markets

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Road-Map To Endless Horizons

We hope you find this site valuable enough to bookmark as one of your favorites. Please take advantage of the many features that we provide, such as the “Request Info” or “Tell a Friend” option. We have created it to further your awareness of how our business works and the services we provide. Also, you can gather current quotes and news on stocks and funds or read articles of interest. We have also made it easy to send any questions you might have directly to us through the site. Thanks for visiting. If you are a client, please accept our sincere thanks for your business and loyalty. If you are just checking us out, feel free to send any questions you have. We want this website to be of value to you, so if you have suggestions for additions or improvements, just click "contact us" and send us your ideas.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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