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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 4:30pm

Three Sixty Wealth Management

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United States
Bloomington, IL
Three Sixty Wealth Management

At Three Sixty Wealth MM, we believe our clients deserve access to comprehensive wealth management. Investment advisory services offered through CWM, LLC.

Three Sixty Wealth Management is a comprehensive financial planning and wealth management firm located in Bloomington, Illinois, serving the greater Chicagoland area. We specialize in developing customized financial plans unique to each client, providing holistic services ranging from investment advisory and retirement planning to tax and estate planning. We are an SEC Registered Investment Adviso

r, serving as fiduciaries and acting in our clients’ best interests. Putting your interests first and providing objective advice and solutions is more than just our mission – it is our fiduciary duty. Our clients are affluent families, business owners, and key executives who are dealing with complex financial issues, working to simplify their lives, and seeking a different level of tailored advice. Over the years, we have developed a reputation for serving business owners who own State Farm Agencies. At Three Sixty, we are laser-focused on helping our clients plan every aspect of their lives – not just their personal financial matters or investments. We work well as a team; everyone is always asking how they can help. Personal relationships and connection are important to us, and trust is the basis of every relationship. In the end, it’s all about creating partnerships that thrive on transparency, accountability, and collaboration. Our mission is to support every client in the pursuit of their goals, using our expertise to help you reach them and live your life to the fullest. an SEC Registered Investment Advisor. Carson Partners. a division of CWM, LLC. is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of CWM, LLC. and have not been reviewed by CWM, LLC. as to accuracy or completeness. Learn more at www.ThreeSixtyWM.com

10/20/2021

If your financial standings were impacted by the pandemic, discover 5 ways a financial advisor can help get things back on track and bring value to your life in our latest blog post:

If your financial standings were impacted by the pandemic, here are 5 ways a financial advisor can help get things back on track.

10/14/2021

Having a tax-focused understanding of your investments is an important component of preserving wealth. Discover a few tips for high-earners in the latest blog post from Three Sixty Wealth Management:

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.

10/06/2021

The stock market cycles through periods of favoring value investments over growth investments and vice versa. Read about the key differences between the two, and what may be an ideal option for your portfolio, in the latest blog post from Three Sixty Wealth Management:

The stock market cycles through periods of favoring value investments over growth investments and vice versa. Here's the key difference between the two, and what may be an ideal option for your portfolio.

10/05/2021

Three Sixty Wealth Management founder Jim Dischert, RFC was recently profiled in Authority Magazine, discussing five things that leaders need to consider in order to be highly effective during turbulent times. Read more now!

An Interview With Fotis Georgiadis

09/24/2021

Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind. Read more in Three Sixty Wealth Management's latest blog post.

Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

09/16/2021

Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true. Read more in the latest blog post from Three Sixty Wealth Management:

Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.

09/08/2021

Putting together an can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared. Read more in our latest blog post:

Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.

08/25/2021

Hindsight is 20/20, and there are ways in which everyone wishes they would have handled their money differently in the past. Here are a few things we wish our younger selves knew when it came to building a portfolio. Read more in our latest blog post!

08/16/2021

Three Sixty's Logan Spaw wrote this bylined article for the WealthManagement.com Midyear Outlook issue, discussing the new normal presented to because of the COVID-19 pandemic, including challenges and opportunities. Read more now in Wealth Management Magazine!

MIDYEAR OUTLOOK Taking Advantage of the New Normal By Logan Spaw THREE SIXTY WEALTH MANAGEMENT Life—and business—as we know it has forever been altered by COVID-19. The pandemic has changed the way we dress, eat, work, and travel, as well as how we relax, socialize, and run our businesses. The p...

08/11/2021

You don't have to have millions in the bank to benefit from establishing a trust. In this blog post from Three Sixty, learn the truth about and the surprising advantages you could be missing out on.

You don't have to have millions in the bank to benefit from establishing a trust. Learn the truth about trusts the surprising advantages you could be missing out on.

08/04/2021

Are you a small business owner looking to offer a 401(k) for your employees? Learn about the 3 next steps to take in this blog post from Three Sixty Wealth Management!

As a small business owner, offering a 401(k) is a great incentive for attracting and retaining employees. Get started by following these 3 important steps.

07/27/2021

Explore the pros and cons of to help determine whether this type of may work with your financial goals in this new blog post from Three Sixty Wealth Management!

Explore the pros and cons of real estate investing to help determine whether this type of investment may work with your financial goals.

Address

1702 Tullamore Avenue , Suite B
Bloomington, IL
61704

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 4:30pm

Website

https://threesixtywm.com/contact

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