360 Wealth is available through Baird Online, serving as a consolidated dashboard for any outside financial accounts you should choose to link. View unique tools such as net worth, spending habits, cash flow, and more!

Our office is located at:

4803 Olympia Park Plaza Suite 4000

Louisville, KY 40241

Click here for specific directions, parking, and contact information.

Directions on how to register for Baird Online - a hub for all of your Baird accounts, statements, and secure document exchange.

In this sheet, we provide a list of financial documents we recommend sharing with our team in order to help us provide the most comprehensive wealth planning experience.

Personal insurance protection is essential in managing your financial well-being and protecting your assets – this document explains why.

Use this document to fill out your income and expenses – from there, share it with us and we can help you curate an effective budget.

We value working with multigenerational families, so we include all family members under one fee threshold. To help us identify your beneficiaries and closest family, fill out this family tree document and share it with our team.

Use this document to fill out the information of a trusted contact – like a family member or personal attorney – who we can contact to help us reach you in times of crisis or emergency. Then, share the document with our team.

Fill out this form to keep your vital information readily available and organize all your account information.