We have developed an expertise and reputation for helping “sudden money” recipients and affluent clients manage their wealth. We have created a unique five-step process called 360 Wealth Management™ that aims to improve every aspect of your finances and ensures nothing is overlooked. We cut through pie-in-the-sky theories and jargon to provide financial advice that actually makes sense for our clients.
We are completely independent and our advice always unbiased. This means we don’t receive commissions and our recommendations to you are 100% objective and always in your best interest.
The firm is led by Robert Pagliarini who is a Certified Financial Planner™ (CFP®) practitioner and who also has a master’s degree in financial services. Robert is the author of The Six-Day Financial Makeover—a unique personal finance book published by St. Martin’s Press that has received rave reviews from other personal finance experts and bestselling authors. Robert has been interviewed by the Wall Street Journal, Money Magazine, Newsweek, Los Angeles Times, CNN, and has appeared on nearly 100 radio programs.
