Capital Advisors 360’s is often called upon to develop investment plans for our clients and their families to help ensure that the financial aspects of their lives are in order as they move through its various stages.
We strive to provide our clients peace of mind of knowing where they stand relative to their investing goals. Our firm is focused on managing risk and helping our clients navigate a complicated and ever changing investment landscape.
We utilize some of the latest technologies to capture a real-time view of your portfolio, identify your concerns, prioritize your goals, track your performance, and make thoughtful recommendations. Whether you have an existing portfolio or new assets to invest we can help. Many firms try and place you into a boilerplate strategy. Because we are a boutique firm and don’t work with everyone, we can tailor our recommendations to our clients. Although we do not provide tax, accounting, legal or insurance advice, we are here to work as a member of your overall team of professionals.
Learn how CA360 takes a team approach to assisting you and your family.
Our services may include:
For More Information on Private Wealth Management, Contact our Specialist:
Mark Taylan, CRPC
(888) 452.5260
Advisory services offered through Eastsound Capital Advisors, LLC dba Capital Advisors 360, Advisors 360 & Western Financial
Eastsound Capital Advisors, LLC (“ECA”) is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The information herein has not been approved or verified by the SEC, or by any state securities authority. ECA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. The adviser’s approaches may not be suitable for all investors. All investing is risky and past performance is no guarantee of future results or profitability. This content is developed from sources believed to be accurate, but is not guaranteed and the firm assumes no duty to update any information for subsequent changes of any kind. The information herein is not intended as individual investment, tax or legal advice. Please consult with your personal advisor, legal or tax professionals for specific information regarding your individual situation.
Capital Advisors 360
329 Dolphin Bay Road
Eastsound, Washington 98245
(888) 452.5260