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 US
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About 360 Wealth Management
Fiduciary Registered Investment Advisory
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Meet 360WM
William H. Wilkinson III, CFP®, ChFC®, CLU®, CASL®, AIF®
President, Managing Principal
Paul is Chief Executive Officer at 55ip. Previously, he was Executive Vice President at Financial Engines, America’s largest independent investment advisor. Paul helped lead Financial Engines from a financial technology start-up to a publicly traded company. He led the institutional business with oversight of distribution strategy, sales, institutional marketing, strategic partnerships, implementation and relationship management. Paul has over 25 years of experience in advisory services, financial technology, investment management and retirement. Paul holds a BA from The College of Wooster and graduated from the Advanced Management Program at Harvard Business School.
Swati is Chief Product Officer at 55ip where she leads product strategy & management, research, trading and operations. She has over 20 years of product management and consulting experience in several Financial Technology verticals including Investment Management, Wealth Management, Registered Investment Advisors (RIAs). Swati was responsible for product and development of wealth management platform at Charles River Development wherein she built and launched Managed Accounts solutions used by some of world’s largest wealth managers. Prior to that, she has helped Fidelity Investments in creating a best of breed technology platform for private wealth management business. Swati headed the consulting services and pre-sales organization at investment management and tax optimization technology provider Upstream Technologies that was acquired by Fiserv. She started her career in management consulting at Accenture’s Capital Markets practice. Swati holds a bachelor’s degree in Chemical Engineering from MNIT, Jaipur and MBA in Finance from University of Delhi.
Paul is Chief Executive Officer at 55ip. Previously, he was Executive Vice President at Financial Engines, America’s largest independent investment advisor. Paul helped lead Financial Engines from a financial technology start-up to a publicly traded company. He led the institutional business with oversight of distribution strategy, sales, institutional marketing, strategic partnerships, implementation and relationship management. Paul has over 25 years of experience in advisory services, financial technology, investment management and retirement. Paul holds a BA from The College of Wooster and graduated from the Advanced Management Program at Harvard Business School.
55ip
Brett Olsen
55ip
Ravi Pagaria
55ip
Matthew Pepdjonovic
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For Today
For Tomorrow
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.
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Our Philosophy
and Approach
CFP, AIF, ChFC, CLU, CASL
Educated, Qualified, Accredited
Credentials and qualifications are important to us in always doing what’s best for you, starting with the coveted CFP®, CERTIFIED FINANCIAL PLANNER® designation. Our founder also has the Chartered Financial Consultant® (ChFC®), CASL, AIF and CLU certifications. What does that mean to our clients? Well, we are highly-educated in how to build an effective financial plan and grow your wealth, and we have decades of experience to back it up.
OUR FOUNDER
OUR FOUNDER
Independent, Experienced, Fiduciary
Because we have backgrounds as brokers on Wall Street, we understand the importance of not having sales quotas, not taking commissions on securities trades, and not being hampered by limited options to offer clients. At 360 Wealth Management, we have chosen to be completely independent fiduciaries with access to a large universe of financial instruments and strategies. We focus on the overall plan, and what’s best for you.
OUR PROCESS
OUR PROCESS
Family-Owned, Powered by Partnership
You can feel the passion we have at 360 Wealth Management, and the sense of close personal relationship to clients and colleagues along with the utmost professional competence. We are excited about our clients’ plans, goals and investments. Our goal is excellence in everything we do, so that our clients can experience the freedom from stress and worry that comes with financial security; they know what they own and why.
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT
Organize, Monitor, Collaborate
Download our whitepaper outlining our Personal Financial Management website.
DOWNLOAD BROCHURE
DOWNLOAD BROCHURE
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