360 Wealth Management was founded in 2003 by William H. Wilkinson III as a Registered Investment Advisory (RIA) firm, not a broker-dealer. A family-owned business, Bill’s son, Calvin Wilkinson, serves the practice as vice president and investment advisor. As his co-advisors, Bill brought on the team at 55ip to provide what he believes is the best possible institutional-level portfolio management, and he works closely with them every day. Our third-party administrator, TD Ameritrade, provides back-office support for assets, while another third-party firm provides back office insurance services.
About 360 Wealth Management
Fiduciary Registered Investment Advisory
William H. Wilkinson III, CFP®, ChFC®, CLU®, CASL®, AIF®
President, Managing Principal
In addition to beautiful private offices, our facility in North Scottsdale features a large, 2,000 square foot seminar room completely set up for use as soon as pandemic guidelines allow. In the meantime, we offer many of our seminars and events online—and we are always available for a quick phone call or a virtual face-to-face meeting. Our acquisition of the best technology we can find has allowed us to operate seamlessly for our clients via the web without interruption, with safety and security our number one goal.
Your goals remain the centerpiece of our recommendations and strategies.
― William H Wilkinson III, CFP, ChFC, CLU, CASL, AIF
360 Wealth Management is a vetted and approved Registered Financial
Advisor for the NFL Players Association—one of only two in Arizona.
CFP, AIF, ChFC, CLU, CASL