The PRIME 360 Process and Principles
The Gaddis & Gaddis Wealth Management PRIME 360 Process (G&G PRIME 360) is a comprehensive finanical management system based on our long-term, successful industry experience, access to industry leading applications and the independent advisory services to help ensure performance-based choices in client portfolio development and management. This process is guided by a set of core principles or values that we practice and promote to our wealth management clients.
PRIME 360 PROCESS
Prime 360 Principles
Gaddis & Gaddis Wealth Management practices and promotes a set of values that we define as the G&G PRIME 360 Principles. These principles are based on our belief that financial planning and life choices need to be considered in tandem.