Our mission is to empower our clients to live their one best life through education and trusted advice.
Financial planning and wealth management services originally began as a profession which guided the financial and administrative concerns of entrepreneurs and affluent families, thereby allowing them to focus on career, family and leisure.
My 360° Wealth Management Group has maintained the essence of this relationship between the trusted advisor and the client. Through the active leadership and vision of our team leader, Pierre M. Movsessian, MBA, CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary, we are proud to provide a holistic Financial Life Management process, who together with the client’s accountant, attorney and other outside professionals, plan and manage the client’s entire financial life and business affairs.
As Certified Financial Planners, Accredited Investment Fiduciaries and Registered Investment Advisor Representatives we are held to the highest industry standards and as fiduciaries to our clients we strive to always offer the best.
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