EP #531: 365 Wealth Partners with Breandan Kelly


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By Charlie McDermott. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

What Makes 365 Wealth Partners a Good Neighbor,,,

365 Wealth Partners is a comprehensive wealth management firm bringing elite planning and investment strategies to our clients everyday.

We believe that success is indeed realistic and achievable for anyone who is willing to commit to it. Commitment includes an honest and respectful exchange of ideas, making thoughtful and conscious decisions, and having the courage to embrace change as it becomes necessary.

We broke away from the big banks to start our own firm with an obsessive focus on improving client outcomes using active risk management, enriching client knowledge, and understanding client expectations.

We also believe in clients understanding the role their “advisor” has in their financial lives. Our goal is to bring truth to light with regards to your financial relationships.

We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. This includes our distinctive approach called “mathmotional investing” where we help clients make small mathematical decisions that alleviate some of the anxiety associated with the uncertainty of the market.

All of our energy, commitment, and efforts are focused on you—the client—and your satisfaction.

To learn more about 365 Wealth Partners, go to: https://www.365wealthpartners.com/

365 Wealth Partners
3908 King Williams St.
Fort Myers, FL 33916

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