Jim Dischert's Contact Details

Jim Dischert's Company Details

Three Sixty Wealth Management

Naperville, IL, US • 5 - 9 Employees
Financial Services

Three Sixty Wealth Management is a comprehensive financial planning and wealth management firm located in Naperville, Illinois, serving the greater Chicagoland area. We specialize in developing customized financial plans unique to each client, providing holistic services ranging from investment advisory and retirement planning to tax and estate planning.As a SEC Registered Investment Advisor, we are truly able to serve as fiduciaries and act in our clients' interests 100% of the time. Putting your interests first and providing objective advice and solutions is more than just our mission – it is our fiduciary duty.Our clients are affluent families, business owners, and key executives who are dealing with complex financial issues, working to simplify their lives, and seeking a different level of tailored advice. Over the years, we have developed a reputation for serving business owners who own State Farm Agencies.At Three Sixty, we are laser-focused on helping our clients plan every aspect of their lives – not just their personal financial matters or investments. We work well as a team; everyone is always asking how they can help. Personal relationships and connection are important to us, and trust is the basis of every relationship. In the end, it's all about creating partnerships that thrive on transparency, accountability, and collaboration.Our mission is to support every client in the pursuit of their goals, using our expertise to help you reach them and live your life to the fullest.Learn more at www.ThreeSixtyWM.com