About Capital360Financial
Capital360Financial, LLC is a comprehensive fiduciary financial planning and wealth management firm that specializes in serving high-net-worth and ultra-high-net-worth individuals and families, while also offering planning-only services for those seeking expert financial guidance.
We take a holistic approach to managing your wealth, integrating customized financial planning, proactive investment strategies, estate and legacy planning, and risk management—all under one roof.
We proudly use Charles Schwab and Interactive Brokers as our trusted custodians, giving you 24/7 access to both your investment accounts and your personalized financial plan—anytime, anywhere.
To help enhance your portfolio’s potential, we offer a broad range of investment options, including:
- Individual securities
- Stocks and bonds
- Mutual funds and index funds
- Annuities
- Commodities, futures, currencies, and options
We also offer a wide variety of account types tailored to your tax-efficiency and estate planning needs, such as:
- Traditional and Roth IRAs
- Individual and joint after-tax brokerage accounts
- UTMA (Uniform Transfers to Minors Act) accounts
- HSA (Health Savings Accounts)
- Trust accounts
- Business retirement plans (401(k), SEP, SIMPLE IRAs, and more)
We can also assist with 401(k) rollovers, retirement transitions, and consolidating old accounts—helping you make informed, tax-smart decisions about your retirement assets.
In addition to our in-house expertise, we partner with a trusted network of legal, tax, and insurance professionals to ensure every part of your financial life is strategically aligned.
Who We Serve
Our Products
Why Us
Rather than providing a focus on selling financial products, we have a FEE ONLY approach that focuses on delivering services to our clients. The end result is a highly individualized approach that aims towards goal prioritization & achievement, wealth accumulation, wealth preservation & wealth distribution.
How Can We Help You?
Find out how we can help you reach your financial freedom