About Capital360Financial


 

Capital360Financial, LLC is a fiduciary financial planning and wealth management firm that specializes in serving high-net-worth and ultra-high-net-worth individuals and families, —while also supporting clients seeking planning-only solutions. Our all-in-one approach combines strategic financial planning, proactive investment management, estate planning, and risk management.
With Charles Schwab and Interactive Brokers as our trusted custodians, you have 24/7 access to your accounts and your customized financial plan—anytime, anywhere.
We offer a wide range of investment products—including stocks, bonds, mutual funds, annuities, and alternatives—as well as tax-efficient account types like IRAs, Trusts, HSAs, and business retirement plans. At Capital360financial, your goals come first. Let’s build a financial strategy that reflects your vision, values, and legacy.
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

 

Individuals and Families

 

Business Owners

 

Medical Professionals

 

Engineers

 

Corporate Executives

 

Women in Transition

 

Young Professionals

Our Services

 

Retirement Planning

Retirement Planning

Long before retirement even hits our radars, we
 

Estate Planning

Estate Planning

For some people, financial planning is mainly

Our Products

 

Annuities

Not everyone of us is equally prepared for retirement. While some of

 

Retirement Savings Accounts

When you are young and just starting a professional life, retirement
 

Individual Securities

Individuals have access to a variety of investment vehicles that can
 

Small Business Retirement Plans

The creation of the Simplified Employee Pension (SEP) and the Savings

Why Us


 

Capital360Financial, LLCis a fiduciary financial planning and wealth management firm thatspecializes in serving high-net-worth and ultra-high-net-worth individuals and families—while also supporting clients seeking planning-only solutions.
Our all-in-one approach combines strategic financial planning, proactive investment management, estate planning, and risk management.
With Charles Schwab and Interactive Brokers as our trusted custodians, you have 24/7 access to your accounts and your customized financial plan—anytime, anywhere.
We offer a wide range of investment products—including stocks, bonds, mutual funds, annuities, and alternatives—as well as tax-efficient account types like IRAs, Trusts, HSAs, and business retirement plans.
At Capital360financial, your goals come first. Let’s build a financial strategy that reflects your vision, values, and legacy.

 

 

How Can We Help You?

Find out how we can help you reach your financial freedom

Learn More Contact Us

Shuyang Balazi

Senior Fiduciary Wealth Management Advisor
shuyang.balazi@capital360financial.com
417 350 1113

Shuyang Balazi is an experienced and knowledgeable financial advisor, ready to work with you to ensure you and your family’s financial future. Over the past years, she has worked with many clients to help them choose, invest, and manage plans that will offer suitable investments and excellent returns. As a financial planner, Shuyang's main goal is to help you make well-informed decisions on what types of investments are right for you. She also emphasizes the need to adjust investment plans as your goals and needs change.  Shuyang will always listen to your concerns, share all information about potential investments, including benefits, risks, and treat your financial goals with the same care and interest that she devotes to her own. Shuyang looks forward to being yours trusted advisor and expert resource as you build a customized portfolio of investments. Contact Shuyang Balazi, Senior Fiduciary Wealth Management Advisor/President by phone at 417 350 1113 or email at and let’s get to work on your future.

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