Wealth 360, LLC

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Wealth 360, LLC A financial planning and investment management firm registered in the state of GA. See About Section. Past performance is no guarantee of future returns.

Wealth 360, LLC is an independent fee-only financial planning and investment management firm and uses this platform solely for informational purposes to the public. Advisory services are only offered to clients or prospective clients where Wealth 360, LLC and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wealth 360, LLC unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry- related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

For business owners sponsoring a 401(k) or other qualified retirement plan, correctly identifying highly compensated emp...
10/20/2026

For business owners sponsoring a 401(k) or other qualified retirement plan, correctly identifying highly compensated employees (HCEs) is an important part of plan compliance.

HCE status can affect annual nondiscrimination testing, contribution limits, and plan administration. The criteria generally relate to ownership interest and prior-year compensation, so it is worth reviewing classifications carefully.

Swipe through for a breakdown of what may qualify an employee as an HCE.

At Wealth 360, LLC, we help business owners integrate retirement planning into a broader financial strategy. Questions about your company’s retirement plan? Contact our team at (678) 392-1155.
https://wealth360advisors.com/disclosure/

Estate Planning Awareness Week is a valuable reminder to look beyond a basic will—especially as your wealth, family resp...
10/20/2026

Estate Planning Awareness Week is a valuable reminder to look beyond a basic will—especially as your wealth, family responsibilities, and financial goals become more complex.

For high-net-worth individuals and families, an estate plan may involve coordinating investments, tax planning, asset protection, business interests, incapacity planning, and the transfer of wealth to future generations.

Swipe through for several estate planning considerations that can help bring greater clarity to your long-term financial plan.

At Wealth 360, LLC, we help clients in Buford and beyond take a comprehensive approach to financial planning, including estate planning coordination. Contact us to discuss how your plan can support the people and priorities that matter most.
https://wealth360advisors.com/disclosure/

A retirement plan is more than a valuable employee benefit—it is an important part of your overall business and financia...
10/20/2026

A retirement plan is more than a valuable employee benefit—it is an important part of your overall business and financial strategy.

For business owners, a thoughtful 401(k) vesting schedule can help balance employee retention goals with the long-term cost of employer contributions. For employees, understanding how vesting works is essential to knowing what retirement benefits you have earned.

Our latest carousel breaks down common 401(k) vesting options and the role they can play in plan design.

If you would like an objective review of your company retirement plan, Wealth 360, LLC can help you evaluate your options. Contact our Buford office to start the conversation.


https://wealth360advisors.com/disclosure/

National Retirement Security Week is a timely reminder that retirement planning is not just about a future date—it is ab...
10/19/2026

National Retirement Security Week is a timely reminder that retirement planning is not just about a future date—it is about the financial decisions you make along the way.

Whether retirement is decades away or quickly approaching, a thoughtful plan can help bring clarity to your goals, investments, tax strategy, and income needs. At Wealth 360, LLC, we provide fee-only, fiduciary financial planning designed around your complete financial picture.

If you are ready to review your retirement strategy, our Buford team is here to help. Call us at (678) 392-1155 to start the conversation.


https://wealth360advisors.com/disclosure/

Retirement planning is about more than reaching a number. It is about creating a strategy that supports the life you wan...
10/19/2026

Retirement planning is about more than reaching a number. It is about creating a strategy that supports the life you want while protecting the wealth you have built.

For high-net-worth individuals and families, that often means coordinating investment management, tax planning, estate planning, risk management, and income strategies in one clear plan.

As a fee-only fiduciary advisor in Buford, GA, we provide objective guidance designed around your long-term goals. Swipe through to see how a thoughtful retirement strategy can help bring clarity and confidence to the decisions ahead.

Ready to review how your retirement plan supports your broader wealth goals? Contact Wealth 360, LLC at (678) 392-1155.
https://wealth360advisors.com/disclosure/

Fall brings plenty of change, but your financial plan should continue to reflect what matters most to you.Whether you ar...
10/15/2026

Fall brings plenty of change, but your financial plan should continue to reflect what matters most to you.

Whether you are reviewing retirement goals, evaluating your investment portfolio, planning for college, or thinking ahead about estate and tax strategies, our team at Wealth 360 is here to provide objective guidance.

As a fee-only fiduciary advisor in Buford, we help individuals, families, and business owners make confident decisions with a plan tailored to their goals.

Call us at (678) 392-1155 to start the conversation.
https://wealth360advisors.com/disclosure/

A 401(k) plan should do more than check a box. It should provide meaningful retirement support for employees while helpi...
10/15/2026

A 401(k) plan should do more than check a box. It should provide meaningful retirement support for employees while helping business owners meet their fiduciary responsibilities.

At Wealth 360, LLC, we help business owners take an objective look at plan costs, investment options, service levels, and participant outcomes through regular 401(k) benchmarking.

A review every three to five years can help identify opportunities to strengthen plan value, remain competitive, and better support your team’s long-term financial well-being.

Swipe through to see why benchmarking matters, then contact our Buford team to discuss your company’s retirement plan.


https://wealth360advisors.com/disclosure/

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy o...
10/14/2026

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy or the elderly. It is something everyone should consider, no matter where they are in life.

Swipe through this month's quiz to test your estate planning knowledge and pick up a few important facts along the way!

If you have questions about estate planning or want to talk through your financial planning options, give us a call. We are here to support your financial journey.
https://wealth360advisors.com/disclosure/

Employee benefits can play a meaningful role in both financial wellness and long-term business planning.As costs, covera...
10/14/2026

Employee benefits can play a meaningful role in both financial wellness and long-term business planning.

As costs, coverage options, and employee needs change, a regular benefits review can help business owners see where their plans stand, identify potential gaps, and make more informed decisions about coverage and cost.

At Wealth 360, LLC, we help business owners look at the bigger financial picture—from risk management and tax planning to strategies that support their team and their goals.

If your benefits package has not been reviewed recently, let’s talk about how it fits into your overall financial plan.


https://wealth360advisors.com/disclosure/

Unlimited PTO may sound simple, but for business owners, the financial and operational details matter.A well-designed po...
10/13/2026

Unlimited PTO may sound simple, but for business owners, the financial and operational details matter.

A well-designed policy can support flexibility and retention. It can also raise important questions about coverage, consistency, compliance, and how time away affects your team’s broader benefits strategy.

Swipe through for key considerations before implementing unlimited PTO.

At Wealth 360, LLC, we help business owners look at financial planning from every angle—including benefits decisions that can affect employees, cash flow, and long-term goals.

Have questions about building a stronger benefits strategy? Call us at (678) 392-1155.
https://wealth360advisors.com/disclosure/

Address

1400 Buford Highway Suite M-4
Buford, GA
30518

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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