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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, athletes, 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, CPA, CFP®, 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 focused analysis and diligence to ensure your best interests are represented.