THREESIXTY Wealth & Financial Management is an independent financial advisory firm based in Malta, New York. Since 2006, the firm has helped individuals, families, and businesses plan for financial needs at every stage of life, from building a career and raising a family to preparing for retirement and creating a lasting legacy. Its client-first approach centers on understanding each client’s goals, financial circumstances, time horizon, insurance needs, tax considerations, and tolerance for risk before developing a personalized financial roadmap.

The firm offers financial planning, investment advising, and wealth management, with guidance across retirement, investments, estate planning, insurance, taxes, and other financial topics. It aims to make complex financial concepts and investment choices easier to understand, while building long-term relationships through open communication and advice tailored to each client. THREESIXTY also provides online resources, including educational articles, videos, calculators, a glossary, tax resources, and client account access. Securities and investment advisory services are offered through Osaic Wealth, Inc.; insurance products are available in specified states.