A Smarter Strategy for Independence
360 Wealth Management was created for advisors, by advisors wanting to be independent but not alone. In 2012 Chad Atkins, Brandon Day, and Sean Kernan decided they wanted to build a network that would equip financial advisors to establish and sustainably grow their own thriving businesses. Today, that network of advisors has grown to more than 60 financial advisors throughout the US.
Chad, Brandon, and Sean each have transitioned their books from other firms so they understand the excitement, opportunities, challenges, and fears that confront advisors ready to make the change. They continue to manage their own books today so they stay connected to the changing needs of financial advisors. As the network has grown they have added a number of full time staff members to ensure that support is available whenever it is needed. Their vision is to be your most trusted business partner to help you focus on and pursue what is important to you.
360 Wealth management strives to serve, to equip, to accelerate, and “get it.”
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