Tax & Capital Management 360

Sophisticated, Independent Solutions for Lasting Success

Financial planner in Vancouver, WA (show on map)

5.0

★★★★★

6 reviews

Independent financial advisory firm offering tax planning, investment management, and comprehensive wealth management.

Call (360) 386-2460

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About

Tax & Capital Management 360 works with clients across the United States to help them manage their investments, taxes, and finances. Through a comprehensive and independent approach to wealth management, the firm strives to help each client achieve lasting financial stability and success.

The firm combines prudent tax planning with comprehensive investment management to create customized strategies designed to increase potential returns and manage risk while taking specific goals, needs, and risk tolerance into account. As an independent firm, they are not committed to any particular company's products and consider a full range of financial solutions. The firm is led by Brian Hoyt, CPA, CFP®, AIF®, and includes dedicated professionals committed to fiduciary excellence, ongoing education, and top-notch client service.

CPA-led tax planning perspective integrated into all strategies

Fiduciary commitment as an Accredited Investment Fiduciary (AIF®)

Independent firm with no allegiance to corporate product agendas

Comprehensive personalized financial planning (estate, risk, tax, education, asset management)

24-hour client service response time

National focus serving clients across the United States

Ongoing client education through newsletters, updates, and reviews

Services

Tax Planning

Strategic tax planning services to help clients minimize tax liabilities and optimize financial outcomes, integrated into broader wealth management strategies.

Integrated with investment management CPA-led tax perspective Annual review and adjustment

Investment Management

Comprehensive portfolio management using research-based strategies, including portfolio rebalancing and dollar cost averaging to support long-term goals.

Customized portfolios Regular monitoring and rebalancing Risk management focus

Estate Planning

Estate planning services to help clients preserve and transfer wealth according to their wishes and long-term objectives.

Holistic wealth management integration Customized to individual goals

Risk Management

Risk management services to identify and mitigate financial risks, protecting client wealth over the long term.

Integrated with financial planning Fiduciary-based approach

Education Planning

Financial planning services focused on saving for and managing education expenses, such as college funding.

Goal-based planning Integrated with overall wealth strategy

Financial Planning

Comprehensive, personalized financial planning that addresses all areas of a client's financial life, from asset management to tax planning.

Holistic approach Customized plans Annual or as-needed reviews

Credentials & Certifications

Certified Public Accountant (CPA)

Certified Financial Planner™ (CFP®)

Accredited Investment Fiduciary (AIF®)

Master of Science in Business Administration (MSBA)

LPL Financial Registered Representative

FINRA/SIPC Member

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What makes Tax & Capital Management 360 different from other financial planning firms? +

The firm focuses on tax planning led by a CPA, offers comprehensive personalized financial planning, operates as a fiduciary (AIF®), is independent with no corporate product agenda, works collaboratively with clients, is committed to client service with 24-hour response times, invests in ongoing education, and serves clients nationally.

What services does Tax & Capital Management 360 offer? +

The firm offers estate planning, risk management, tax planning, education planning, asset management, and comprehensive personalized financial planning. Services are customized to individual goals, needs, and risk tolerance.

Is Tax & Capital Management 360 a fiduciary? +

Yes. The firm has a fiduciary responsibility to put clients' interests before their own. Brian Hoyt is an Accredited Investment Fiduciary (AIF®), which demonstrates a thorough understanding of fiduciary practices and investment fiduciary standards of care.

Who does Tax & Capital Management 360 serve? +

The firm serves high-income professionals, executives, business owners, retirees, athletes, and doctors. They specialize in helping people during the accumulation or distribution phase of life.

What is the firm's investment philosophy? +

The firm does not believe in trying to time the market. Instead, they develop strategic investment plans using research-based strategies and well-crafted Investment Policy Statements (IPS) to manage risk and build wealth over the long term.

How does the firm's client engagement process work? +

The process involves four steps: (1) getting to know the client and understanding their financial decisions, (2) designing a personalized plan, (3) providing specific services focused on investment management and tax planning, and (4) continuously analyzing, implementing, monitoring, and adjusting the plan over time.

Are tax and legal advice provided by Tax & Capital Management 360? +

The firm offers tax planning and accounting-related services, but the website states that the information is not intended as tax or legal advice. Clients should consult legal or tax professionals for specific information regarding their individual situation.

What is the firm's approach to avoiding conflicts of interest? +

As an independent firm, they are not committed to any particular company's products. They strive to avoid conflicts of interest because such conflicts endanger the advisor-client relationship. Their primary responsibility is managing the client's financial life.