My 360 Wealth Management Group

At My 360° Wealth Management Group, our mission is to empower our clients to live their one best life through education and trusted advice. We strive to provide a holistic Financial Life Management process, working closely with our clients to plan and manage their entire financial life and business affairs.

Our Approach

As a team of Certified Financial Planners, Accredited Investment Fiduciaries, and Registered Investment Advisor Representatives, we understand the importance of providing our clients with tailored financial solutions. We pride ourselves on our ability to deliver exceptional service, focusing on each client's unique needs and goals. Our team leader, Pierre M. Movsessian, MBA, CERTIFIED FINANCIAL PLANNER professional and Accredited Investment Fiduciary, has established a strong reputation for his expertise in financial planning and wealth management.

Investment Philosophy

We believe that a comprehensive approach to financial planning is crucial in achieving long-term success. Our investment philosophy is based on a blend of core and satellite investing, allowing us to tailor our clients' portfolios to their individual needs and risk tolerance. We utilize a range of assets, including socially responsible and customized investment strategies, to ensure that our clients' investments align with their values and goals.

Individual Services

Our dedicated team is committed to providing personalized financial services to individuals, helping them achieve their financial goals and secure their financial futures. We offer a range of services, including:

• Retirement planning and investment management
• Estate planning and wealth transfer strategies
• Insurance planning and risk management
• Tax planning and compliance

Business Services

We also provide customized financial services to businesses and entrepreneurs, helping them navigate the complexities of business ownership and achieve their long-term goals. Our services include:

• Business planning and succession strategies
• Employee benefits and compensation planning
• Tax planning and compliance
• Estate planning and wealth transfer strategies

Our Process

At My 360° Wealth Management Group, we understand the importance of transparency and accountability. Our comprehensive process involves the following steps:

1. Financial assessment and analysis

2. Goal setting and planning

3. Portfolio construction and management

4. Ongoing monitoring and evaluation

5. Regular review and rebalancing

What's Your Money Mind?

We believe that everyone's financial relationship with money is unique and complex. Our comprehensive approach to financial planning recognizes that each individual's financial goals and values are shaped by their own personal experiences, financial situations, and risk tolerance. By understanding our clients' "Money Mind, " we are better equipped to provide tailored solutions that align with their unique needs and goals.

Why Us

At My 360° Wealth Management Group, we pride ourselves on our commitment to exceptional service, comprehensive planning, and personalized attention. Our team of experts has the knowledge, skills, and expertise to help our clients achieve their financial goals and secure their financial futures. We are proud to be recognized as one of the leading wealth management firms in the industry, with a reputation built on trust, integrity, and exceptional service.