360 Wealth and Benefits is an independent financial services firm dedicated to offering a holistic, "360-degree" view of its clients' financial lives. The company provides a suite of services including wealth management, financial planning for individuals, and strategic employee benefits and business planning for companies. Their mission is to deliver clarity, confidence, and capability through personalized advice and solutions, helping clients navigate both their personal and business financial needs. The firm's advisors are affiliated with Cambridge Investment Research, Inc. to offer securities and advisory services.

Founded in

United States