Protect & Grow

Your Wealth

That’s the complete wealth 360 way

You’ve heard the phrase “the only constant is change.” And while the markets are always shifting, we’d like to think there’s one constant you can count on Complete Wealth 360’s commitment to the communities of Tennessee history keeps us grounded in our actions and firm in our beliefs.

Who Do We Work With?

Pre-Retirees & Retirees

Business Owners

Sales Executives

What Can We Do For You?

See Our Services

Unbiased Advice.

Transparent Solutions.

Bringing Homegrown Values to Your Financial Goals

Our mission is to help build, manage and preserve the wealth of our clients and enhance their quality of life.

Wealth Management Services

We work with clients to identify goals, evaluate risk and design a comprehensive financial plan. Our team of advisors and professional affiliates can help tackle all aspects of planning, insurance, estate, tax and business succession. We provide the guidance and execution to build multi-generational financial freedom.

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Investment Management

Our investment management process is navigated by your custom financial plan. Our position as an independent firm allows us to provide unbiased investment advice. Investment decisions are made to diligently and actively manage risk according to your financial goals.

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Our Ideal Client

Our practice partners with those who have the ability and desire to make sound financial decisions. Our ideal clients engage in open dialogue in order to allow us to build and execute all aspects of a comprehensive financial plan.

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Reflecting on Your Finances Today to Better Build Tomorrow

To understand where you want to be, we must first see where you are now. That’s why we take the extra time to discuss what your future goals are and how they compare to your current finances. Together we’ll set clear priorities and realistic expectations regarding future expenditures and savings.

The Complete Wealth 360 Process

1.

Discovery Meeting

Before getting to your finances, we’ll get to know more about you. Here we’ll discuss your values, personal goals and unique financial needs.

2.

Assessing Risk & Building a Portfolio

We’ll start by analyzing and assessing your personal risk tolerance. From there, we’ll create a tailored, rules-based portfolio based on your level of comfortability.

3.

Ongoing Observation & Management

Once we’ve put a plan in place, we’ll track market conditions and continuously monitor your portfolio. We’ll regularly review your financial needs and adjust as needed to meet your goals.

Your Team

Todd Meucci

Financial Advisor

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Todd Meucci

Financial Advisor

todd@completewealth360.com

As an Investment Advisor Representative at Complete Wealth 360, I’ve long been dedicated to innovating and accelerating the investment landscape. In my current position at Complete Wealth 360, I oversee my clients’ financial plans and asset allocation models. My strategies are designed to equip clients to successfully mitigate risk while attempting to maximize value over the long term.

I previously served roles as the Regional Marketing Director V.P. for Hartford Funds, Regional Marketing Director for American Funds and National Sales Manager for Compass EMP/Victory Capital. In these roles, I was responsible for sales, marketing, relationship building and distribution within my assigned territories. I had the opportunity to speak to groups all over the world.

I consider myself to be proficient in a variety of areas, which is evident through my work in helping thousands of financial advisors and clients during my 21-year career in the asset management industry. Previously, I earned my bachelor’s degree from Wentworth Institute of Technology in Boston, MA.

On a personal note, I currently serve on the Cub Scouts Leadership Committee and work with Best Buddies. My wife of 19 years, Karyn, and I are raising two boys, Jacob and Alex, in Brentwood, TN.

Dylan Dantzig

Director of Investments and Planning

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As Director of Investments and Planning, Dylan helps innovate and maintain Complete Wealth 360’s investments, financial planning initiatives, and our client experience. After graduating from Saint Mary’s College of California, Dylan briefly worked at a registered investment advisor in California. Dylan moved to Nashville in June of 2023. He is proficient in investment strategy and aims to make investing simple and effective for clients.

Dylan recognizes that, for most clients, financial markets can be complex and intimidating. Through clear explanations and taking the time to make sure important points are understood, Dylan builds trust with clients that enables them to have peace of mind with their finances.

Personally, Dylan lives in Nashville, Tennessee. He enjoys pickleball, creating jewelry, and volunteering for the non-profit Little Miracles, a Christian organization that gives free baby items to mothers in need.

Amber Jones

Executive Assistant

Business Support

As an investment professional, Complete Wealth 360 receives business support, including investment management, compliance, operational back-office support, and more, through our registered investment advisor (RIA), Eudaimonia Partners, LLC.

Tonya D. Smith

Director of Operations

Cecilia L. Senter

Client Services Manager

John C. Goodson

Managing Principal

Scott Poore

Chief Investment Officer

Nolan Hughes

Chief Compliance Officer

Get In Touch Today

We’re Here to Listen. Whether you’re ready to jump in or just looking for some answers, our friendly staff is ready to help!