Imagine your finances as a puzzle. You might have all the pieces in hand, but it can be challenging to put them all together and form one complete, cohesive picture.
This is where Advisors 360 LLC comes in. Well versed in all areas of wealth management and financial planning, we aim to address 360 degrees of your financial life, from your immediate needs to your long-term goals.
Who We Are
Advisors 360 LLC is an independent wealth management firm specializing in providing highly proactive financial planning and investment management to our clients. Focused on our fiduciary responsibilities, we act in the best interests of our clients in all our decision making, and we have no bias toward any financial product or investment company.
Due to our independence, we have been able to build a private client experience with institutional and boutique money managers. After years of research and experience working with many of the largest firms on Wall Street, we have built a successful process and team to handle our clients’ needs.
By leveraging teams at several institutions and boutique investment firms, we can create tailored solutions for our clients. Working with us, you can be confident you’ll never get a cookie cutter approach that you see at most institutions. Instead, we deliver a multi-manager, multi-strategy approach.
Who We Serve
We specialize in serving multi-generational families who seek ongoing counsel on a variety of subjects as they navigate through the different stages of their retirement. A majority of our clients are high net worth retirees who are sound financially but are still concerned with potential pitfalls in retirement and the impact their absence would have on their loved ones. They turn to us for advice on what they should do to ensure they and their loved ones are taken care of.
We keep the number of clients we work with to a minimum so we can ensure they get the individualized attention they deserve. Before working with any client, we meet with them to ensure we are a good fit for one another, that we can add value to their lives, and that they have realistic expectations as to what can be accomplished.
In all that we do, we hope we can offer our clients confidence so they can sleep more soundly at night knowing that we have a plan in place for them.
What Sets Us Apart
We believe our clients choose to work with us for a few reasons. For one, we’re invested in their success, and we ensure they recognize this in our hard work. Clients aren’t just a number at our firm; we are selective in who we work with, and we take the time to get to know them.
The process of getting to know our clients and their families can take years. As time goes on, we become integral to their decision-making process. Our clients are like family, and we treat them as such.
Additionally, our approach is paired with innovative technology that is second to none, giving our clients full transparency and access to their strategies’ progress. Our technology also helps us manage risk more effectively and deliver a high caliber client experience.
Are We A Good Fit?
We are always available to chat to see if we would make a good match for one another. If you’d like to learn more about my services and strategies, reach out to us for a complimentary consultation. Get started today by calling 408.778.8280 or emailing us at firstname.lastname@example.org.
Mark Taylan is the Managing Director of Advisors 360 LLC and a Private Client Advisor with more than 17 years of industry experience. Well versed in all areas of wealth management and financial planning, he specializes in serving affluent multi-generational families seeking ongoing counsel on a variety of subjects as they navigate through the different stages of their retirement. From utilizing advanced technology to implementing a multi-manager, multi-strategy approach, Mark has built a personalized and unique private client experience. Learn more by connecting with Mark on LinkedIn.
Advisory services offered through Eastsound Capital Advisors LLC DBA Advisors 360 LLC