Three60 Wealth Family Office
At Three60 Wealth, we partner with business owners and professionals (Physicians) who are preparing for or already enjoying retirement. Our clients value more than just investment returns; they want clarity, confidence, and a plan that allows them to live fully while knowing their wealth is working for them and their families.
Too often, traditional advisors focus narrowly on investment management while giving little attention to financial planning. That’s why we deliver a balanced, proactive strategy that gives equal weight to both comprehensive financial planning and pension-style investment management.
For accounting firms and professional partners, we provide a trusted extension of care for your clients. By combining in-depth financial planning with disciplined investment management through our portfolio management partners, we ensure your clients not only protect their wealth but also maximize its impact - today and for generations ahead.
GROWING YOUR BUSINESS THROUGH ACQUISITION
A SNEAKY TAX CALLED AMT
$900,000 IN TAX THAT COULD HAVE BEEN AVOIDED
EDUCATING OUR CLIENTS CHILDREN
OUR FINANCIAL PLANNING PROCESS
WHY FINANCIAL PLANNING IS LIKE HIRING A SHERPA
WOULD YOU BUY YOUR OWN BUSINESS?
WHO WILL HANDLE THE FINANCES IF YOU CAN’T?
THE NUMBER 1 THING YOU SHOULD DO WHEN SELLING YOUR BUSINESS
CONFLICTING FINANCIAL ADVICE
FIVE MYTHS OF ESTATE PLANNING WITH JASON NAGEL & KELSEY HUMPHRIES
DO YOU EVER WISH THERE WAS MORE TO YOUR MEETINGS WITH YOUR ADVISOR?
THE IMPORTANCE OF PROPER INVESTMENT SETUP
TIRED OF GETTING CONFLICTING ADVICE?
SHOULD I INVEST IN RRSP's, TFSA's OR IN MY HOLDCO?
ADDING CHILDREN TO YOUR HOLDING COMPANY
PREPARING FOR YOUR BUSINESS EXIT: KEY STEPS TO SELL ON YOUR TERMS
EXPLORING BUSINESS EXIT STRATEGIES
PREPARING TO EXIT YOUR BUSINESS
SHOULD YOU INVEST IN RRSP'S, TFSA'S OR A HOLDING CORPORATION?
HOLDING CORPORATIONS AND ASSOCIATED PLANNING
A DAY IN THE LIFE OF A THREE60 WEALTH CLIENT
THE TAX TIP YOU'RE NOT TRACKING
ARE YOU TIRED OF BEING SOLD INSURANCE?
SO YOU THINK YOU HAVE IT ALL ORGANIZED?
ARE YOU CAUSING A FINANCIAL PROBLEM FOR YOUR SPOUSE?
WHY ARE YOU SETTLING FOR FINANCIAL ADVICE?
WHAT IS MISSING WITH YOUR FINANCIAL ADVISOR?
HOW MUCH IS YOUR FINANCIAL ADVISOR COSTING YOU?