IC360® develops a tailored experience for each client. We subscribe to the belief that clients deserve better service than the expansive mentality prevalent in today’s financial industry. We know our clients by name not account size. We want our words to matter and our actions to inspire. We don't subscribe to the belief that a service model should be designed with an hierarchy of client class in mind. We also don't subscribe to the belief  that what is good for one is good for the masses. Not here! We admire the uniqueness of every client's story as it establishes the foundation for how we will work with you.

As a boutique firm, we work hard to bring all of our clients the preferential service reserved to a selected few at big financial firms. You can count on us to stay fresh and relevant. We will strive to study on the newest market trends or estate planning techniques or income producing ideas to never lose sight of  the fiduciary duty of care commitment we bring to every client relationship.  

  We focus on clients’ financial lives with a 360° personalized perspective