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WHO WE ARE

Tax & Capital Management 360 provides comprehensive professional financial advice and investment management services for high-income professionals, executives, retirees, and business owners. We also bring a unique tax planning perspective to investment management. By combining wealth management with prudent tax planning we help our clients achieve lasting financial success and stability.

Led by Brian Hoyt, CFP®, CPA, our enthusiastic, dedicated team members use their extensive skills and knowledge to develop a customized financial strategy that aligns your assets with your personal objectives. Our staff has an unwavering commitment to providing independent advice and unparalleled client service. As a client, you’ll receive appropriate, professional recommendations designed with your specific needs in mind.