360 Wealth Management Group is an independent financial services firm based in Texas, dedicated to providing personalized financial guidance to individuals, families, and business owners. The firm operates on the principle that comprehensive financial planning should be tailored to each client's unique goals and circumstances. They offer a wide range of services, including investment management, retirement planning, estate planning, and insurance solutions, emphasizing a client-first approach and long-term relationship building. Their advisors are associated with Cambridge Investment Research, Inc., a registered broker-dealer, which provides them with the resources of a large firm while allowing them to maintain their independence.

Founded in

United States