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Wealth 360, LLC

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Buford, GA
Wealth 360, LLC

A financial planning and investment management firm registered in the state of GA. See About Section. Past performance is no guarantee of future returns.

Wealth 360, LLC is an independent fee-only financial planning and investment management firm and uses this platform solely for informational purposes to the public. Advisory services are only offered to clients or prospective clients where Wealth 360, LLC and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advic

e may be rendered by Wealth 360, LLC unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry- related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

09/01/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.
Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

08/10/2026

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is essential for making informed investment decisions. Swipe through for a closer look at how each concept could impact portfolios.

We hope you found these insights helpful. As always, if you would like to discuss your portfolio or have any questions about your strategy, don’t hesitate to reach out. Our team is here to help. Call us today to start the conversation.
Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

08/03/2026

Ever wondered how the stock market works? Whether you're new to investing or just want a clearer understanding, swipe for a breakdown of the basics.

Ready to take the next step in your investment journey? Contact our team today.

Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

07/24/2026

A new type of investment account for children, known as a Trump Account (also referred to as a 530A account), officially launched in July. Swipe through for answers to a few key questions and facts.

If you have questions about long-term investing, saving for your children's future, or how different investment strategies fit into your overall financial plan, please don't hesitate to reach out. We are happy to help.
Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

07/23/2026

Most 401(k) compliance issues don’t start with bad intentions. They start with improper employee classification.

The good news is that when employees are classified correctly, your 401(k) administration process becomes smoother — amid predictable testing results, preservation of contribution limits, and a reduced need for administrative corrections.

We’re here to help make sure you and your team are fully supported. If you have questions, don’t hesitate to give us a call.
Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

07/21/2026

We’re here to keep you jumping for joy about your financial strategy.

Whether you have questions about your portfolio, want to talk through a strategy adjustment, or just need some reassurance that you're on track, don’t hesitate to reach out. Our team is here to support you.

Give us a call today, and we can find a time to connect.
Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

07/20/2026

If charitable giving is part of your year-end plans, there is one date you will want to keep in mind: December 31st.

Any donations you make to a qualifying organization must be completed before the end of the year to count toward this year's tax return. That means now is the time to finalize any gifts you have been planning, whether that is a cash donation, a check, or a contribution to a charitable fund.

As you give, make sure you are keeping track of your donations and holding on to any receipts or acknowledgment letters along the way to help with your filing or any other financial planning in the new year.

If you have questions about your charitable giving or year-end tax planning, do not hesitate to reach out. We are here to help.
Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

05/18/2026

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:

✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total).
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option.
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250.

Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.

If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.

Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy.

Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

05/11/2026

Spring is a great time to take a fresh look at your employee benefits. With thoughtful planning now, you can make confident decisions well ahead of 2027—and ensure you’re getting the most value from the options available to you.

If you’ve ever felt unsure about your benefits package or want help understanding how each choice fits into your financial goals, we’re here to guide you.

Give our office a call, and we’ll find a time to walk through your questions together.

Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

05/05/2026

This spring, make sure your 401(k) plan is growing with your business.

As your business evolves, your workplace retirement plan should evolve with it. An annual review can help ensure contributions, employer-match structures, and plan features are still aligned with your goals.

If your organization is considering updates or simply wants a spring check-in, our team is here to help. Give us a call today.
Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

Address

1400 Buford Highway Suite M-4
Buford, GA
30518

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://calendly.com/chris/rphone

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