The 360 Difference
People
We are deeply credentialed professionals focused on excellence and service. As fiduciaries we place our clients' interests ahead of our own. Our core values are integrity, transparency and service.
Planning
Success rarely happens by accident. Whether you are a business owner planning the sale of your business or a farmer transitioning the family farm to the next generation or a young family trying to start a savings plan for college and retirement or an employer who feels responsible to help get their employees “retirement ready”, we’ve been there and we have a plan to get you there.
Process
Once the plan is constructed, we work the plan together through our 360° process. This comes down to implementation, accountability, and follow-up. We have found that even the most successful people leave major aspects of wealth goals unaddressed. As your personal CFO we identify those financial blind spots and address change as it comes to keep you on track and lead you to financial freedom.
Our Offices
Complete Wealth 360 was founded in 2020. We have offices in Franklin, Nashville, & Winchester, Tennessee. Complete Wealth 360 is an affiliate of Eudaimonia Partners, LLC and Kingswood Partners, LLC, a SEC registered RIA and a FINRA-licensed broker/dealer with over $4B in assets under management. We offer financial planning and comprehensive wealth management services for individuals, families, business owners and executives. We also provide cash management, business planning, and retirement plan services to businesses and institutions. Client assets are held at large financial institutions such as Charles Schwab, Raymond James, and RBC.