We’re not just Financial Advisors - we’re your financial relationship for life. We want to help set you and your family up for success now and for every milestone in your future.
We know that you cannot distribute money the right way if you do not accumulate it the right way – this could ultimately result in an inefficient transfer plan. That is why we want to ensure that there is a comprehensive plan designed for each phase of your life. Think of this plan as the bridge that is going to get you from where you are today, to where you want to be tomorrow. You would never risk crossing a bridge that was not fully complete, so why would you risk entering the next phase of your life without having a financial plan that was fully complete. Let us take a proactive approach by establishing a clear trajectory that defines your goals and objectives today, rather than waiting to address them when it may be too late.
guidance and comprehensive planning around the most important phases of your life: Accumulation, Distribution, and Transfer.
multiple risk transfer strategies within our clients’ portfolios.
tax efficiencies in all aspects of the planning process.
We exist because we want to provide the best service, recommendations, and advice to our clients. We help remove financial uncertainty, create tax efficiencies, and reduce risk, but most importantly, we help you make your dreams happen. Learn more about why we do what we do.
We're all invested in you and your future.
Dillan Micus is the owner & CEO of 345 Wealth Management, a financial services firm focused on guidance and comprehensive, detailed planning around the three most important phases of wealth management. Dillan has created and built out several businesses and concepts under the 345 Wealth Management umbrella, and prior to founding 345 Wealth Management in 2022, served as the Executive Vice President of his current broker-dealer, now Equitable Advisors. During his tenure, Dillan grew the branch from a few hundred million dollars of assets placed under management, to $3 billion dollars in assets placed under management while recruiting, retaining, and supervising some of the best and brightest talent in the market. CA Insurance Lic. #0D37828
Pat is the President and Co-Founder of 345 Wealth Management. He most recently served as Senior Vice President of the Southwest Branch of Equitable Advisors, an office which housed over 100 advisors and collectively managed $3 billion in assets. With over 20 years of experience in the financial industry, Pat was able to take his time as an advisor and as Senior Vice President to compile what he believes are the best ideas in the industry. This led to the creation of 345 Wealth Management, with a goal of creating a detailed plan for each phase of life, so his clients can do more of what they love. CA Insurance Lic. #0E65259