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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At 360° Wealth Advisor, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at 360 Wealth Advisor, we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.

1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment with Mark Anleitner.

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our team follows a disciplined process when it comes to managing your investments. Learn More

Risk Management

We all hope that life follows the plan you set out for you and your family.  However, we know that things can take an unexpected turn that you need to have a strategy for. Learn more

Tax Planning

Your tax strategy can be just as important as any other financial strategy you implement. Learn more

Wealth Planning

Our Wealth Enhancement Group is comprised of a team of financial professionals who are experienced in developing wealth plans designed to meet your unique needs and goals.  Learn more

Estate Planning

Your 360° Wealth Team and the Wealth Enhancement Group can help you with your estate planning needs and formalize your wishes.  Learn more

Connect with an Advisor

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*


Personalized Wealth Management

360° Wealth Advisor’s mission is to be your home for financial advice.  We are a wealth management firm based in Valparaiso, IN serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Mark Anleitner of 360° Wealth Advisor help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Partners

Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Valparaiso, Indiana, 360° Wealth Advisor serves the Northwest Indiana area. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

360° Wealth Advisor’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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