Tax & Capital Management 360 works with clients across the United States to help them manage their investments, taxes, and finances. Through our innovative and independent approach to wealth management, we strive to help each of our clients achieve lasting financial stability and success. As dedicated financial professionals, we create innovative solutions that address your specific concerns. By combining prudent tax planning and comprehensive investment management we’re able to create strategies that help you effectively manage your wealth. Our customized plans are designed to help increase returns and reducing risk while taking your specific goals, needs, and risk tolerance into account. Ultimately, the success of your portfolio is measured by whether or not it helps you accomplish your objectives. _______________________________________________________ Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA / SIPC and a registered investment advisor. CPA and Insurance services offered through Tax & Wealth Management 360 which is not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment advisor. CA Insurance Lic. #0D70199. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, FL, HI, IL, MA, MN, NC, NJ, NV, NY, OH, OR, TX, UT, VA, WA and WI.