Trust/Privacy/Disclosures

Financial services industry compliance regulations in the Frank-Dodd Bill require that we provide a narrative “plain-English” version of our firm brochure.  Accordingly, the Form ADV Part 2A, Firm Brochure that provides complete disclosure about 360 Wealth Management, Inc. can be found here:

 
Below is a copy of our current privacy policy, which we are required to deliver to all existing clients annually.
 
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