What is Wealth 360?

Wealth 360 is a community of high net worth individuals meeting in facilitated peer learning groups. We are a unique forum for navigating the complex challenges and opportunities facing today’s families with wealth.

Wealth 360 was developed by a core group of successful entrepreneurs and philanthropists in the Delaware Valley. We meet in the Philadelphia area.

Our community promotes wealth satisfaction. We believe life is most fulfilling when financial decisions are aligned with what matters most. When core values and highest aspirations guide life’s choices, wealth becomes an instrument of engagement, freedom and well-being.

Members are accountable for their personal investment choices and results; we are not a financial advisory firm.

Group members’ personal and financial information is strictly protected by a signed pledge of confidentiality. Adherence to this agreement builds trust, the bedrock of productive collaboration. Our climate of support and transparency makes it safe to share concerns.

Through the power of collective intelligence and open dialogue, Wealth 360 generates life-changing new perspectives, inspirations and opportunities.

Together Wealth 360 members design their personal roadmaps for ‘wealthy living’—lives of meaning and purpose.