At IC360°, we surround ourselves with like minded people and organizations. We believe we will excel by working closely with those who share our love for community, purpose, and value. This is an area of our ecosystem that we  absolutely treasure. Just like our goal of remaining client centric by design, the organizations we partner with also carry a sense of purpose, whether fueled by the passion for the arts or the gift of education, just to name a couple. Their stories embrace the good in all of us..... an undiscovered pianist given an opportunity to play in a crowded amphitheater, a 15 year old dreamer taking his first flight lesson, or simply being there to witness the shy smile on a child who feels alone fighting an incurable disease that he never welcomed into his life, we too want to play a greater part in what is good. Simply put, we will unequivocally support the realization of you mission.  

We focus on clients’ financial lives with a 360° personalized perspective