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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.



Client-Focused, Proprietary and Productive 

Risk Management 

Assess, Align and Educate 


Advice, Products and Services 


Proactive, Goal-Oriented and Monitored   


Focus on Long-Term Goals for Work, Leisure and Retirement 

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. 

These principles include: 

Family Over Fortune - We believe financial planning (for tomorrow) should include the best choices for living and enjoying family life today. 

Values Before Valuables - We believe the way we live today and choices we make are more important than what remains after we're gone. 

Process Beats Products - We believe wealth management client services is a process (and ongoing relationship), not a product (of buyer/seller interactions). 

Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.

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