360 Wealth Consulting Personalized Wealth Management Solutions

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Telephone: 540-562-0123
Email: Michael@360wealthconsulting.com

Hours of Operation

Monday – Friday
10 a.m. – 3 p.m.

Location

1017 2nd Street SW
Roanoke, Virginia 24016

360 Wealth Consulting is dedicated to creating customized solutions to address your distinct financial needs. Whether you are a business owner seeking accounting and tax assistance or an individual looking to secure a comfortable retirement, we will formulate a plan tailored to your specific goals and preferences. Contact us today to get started.

Why Choose Wealth Consulting?

As wealth consultants, we leverage our expertise to provide personalized financial guidance. We navigate the complexities of investment strategies and retirement planning, ensuring clients make informed decisions that optimize long-term wealth growth. 360 Wealth Consulting will provide you with the clarity and confidence needed to lay a solid foundation for your financial future.

Stay informed with our monthly wealth management articles in Valley Business Front Magazine!

Wealth Management

We are dedicated to providing expert guidance on investments and strategies designed to achieve your financial goals.

AI-Enhanced Accounting

Envision having a system in place that seamlessly handles the documentation of your business transactions.

Payroll Services

Providing efficient and cost-effective payroll solutions tailored for businesses of all sizes. From solo entrepreneurs to large corporations, we deliver customized resources designed to meet your specific requirements.

Tax Strategies & Returns

At 360 Wealth Consulting, our tax professionals deliver more than just standard preparation. We focus on strategic planning to maximize your returns and enhance financial management, setting us apart from typical firms.

360+ Accounting Your Future Accountant

Near Real-Time Bookkeeping

On-Demand Reporting

Financial Consulting Support

Integrated Payroll Services

Quarterly Tax Filings

Estimated Taxes & Returns

Expert Wealth Consulting

#1 Financial Strategist in Roanoke, Virginia

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We are Your Partners in Financial Success

At 360 Wealth Consulting, we are committed to partnering with you to achieve your financial goals. Our personalized wealth consulting services are tailored to your specific needs, whether that means accumulating wealth, planning for retirement, or optimizing your investment strategies. We provide the insights and confidence you need to make informed financial decisions, laying the foundation for a secure future.

Learn More about 360 Wealth Consulting

The 360 team holds the designation of Registered Financial Consultant (RFC) credential from the International Association of Registered Financial Consultants (IARFC®). Not all financial planner are created equally. An RFC is more than a financial planner — he or she is an accountant with the powerful combination of tax expertise and comprehensive knowledge of financial planning. This knowledge is critical to obtaining the most valuable, objective data-driven advice possible.

FAQs

What does your typical client look like?
Our typical clients are:

Business Owners profitting $750K+

Individuals wanting to master investing opportunities with $250K+

Someone who qualifies as an accredited investor

Our core client base in our firm is business owners and Baby Boomers. Our clients generally meet the threshold of an Accredited Investor. We have also worked with younger clients that have saved well and want to preserve their assets throughout their lives.

Business Owners

Our ideal business owner is an established business looking to find smart strategies with their current revenue. They are looking to lower their tax liabilities and keep more assets in their business or their family.

Baby Boomers

360 will engage households with a soft minimum of $500,000-$1,500,000 of investable assets preparing to retire. Normally, this is a client 55 years and older who is preparing to retire.

*$500,000 is a soft minimum; however, exceptions can be made. Please reach out and let’s discuss your current situation.
How are you different?
While most accounting firms focus on compliance, we focus on tax planning. Tax planning is a core part to wealth management.

Proper Wealth Management Includes:

Assets

Investments

Businesses Owned

Liability Management

Risk Management

Insurance

Tax Management

Wealth consulting covers every facet of your financial landscape.

You can get a financial advisor, but they generally do not handle tax managements. You can also have an accountant, but they do not have knowledge of investments.

We merge the two essential services under one house, creating a better wealth strategy powerhouse.
What is your process?
We start with Tax Planning because that is usually a high-earner’s largest cost. It is not uncommon to see $85k dollar tax bill. Most business owners drop off their tax documents without strategizing. We see missed deductions all the time.

We can usually end up saving $20-30k for our clients. (Although we have seen up to $150k!)

Steps:

1. Find your savings!

2. We implement strategies discussed for year-long savings

3. Risk Management

4. On-Going Quarterly Check-ins
What is an accredited advisor?
Are you a fiduciary?
Are you taking new clients?
What locations do you serve?
Are you a CPA?
What is your pricing model?
What is a Registered Financial Consultant?
What is an accountant
Accounting is defined by Investopedia as, “The process of recording financial transactions pertaining to a business.” However, many businesses with revenues between $750,000 and $5,000,000 fail to maintain proper transaction records. To address this gap, we established 360+. Furthermore, Accredited Investors, including high-net-worth and ultra-high-net-worth households, require meticulous accounting services. By ensuring accurate transaction recording, we can make informed, proactive decisions instead of resorting to potentially more costly reactive resolutions.
What is your company policy on the privacy of your clients?
How do you view security at 360 Wealth Consulting?
Security is of utmost importance in this day and age. Accountants and Investment Advisors have strict technology compliance for client safety. We have contracted RapidScale for all of our IT needs. They specialize in accounting and financial consulting firms. With RapidScale, their infrastructure is always connected to our devices to receive warnings for any issues. We have modern equipment and technology, with security being our top priority.

If you have additional questions, speak with one of our experts today.

Email Us

Our expert wealth management guidance can help you take control of your financial future. We’ll work closely with you to develop a personalized plan that protects and grows your assets. Contact us today to schedule a consultation and get started.

Money Matters Expert Tips for Financial Success

Please note that articles are generic tips and not financial advice.

11 Top Tax Strategies for High-Income Earners: Maximize Deductions and Minimize Taxes

August 21, 2024

Email: Michael@360wealthconsulting.com Telephone: 540-562-0123 1017 2nd Street SW Roanoke, VA 24016

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360 Wealth Consulting Personalized Wealth Management Solutions

Contact Us

Hours of Operation

Location

Why Choose Wealth Consulting?

Stay informed with our monthly wealth management articles in Valley Business Front Magazine!

Wealth Management

AI-Enhanced Accounting

Payroll Services

Tax Strategies & Returns

360+ Accounting Your Future Accountant

Expert Wealth Consulting

We are Your Partners in Financial Success

Learn More about 360 Wealth Consulting

FAQs

Our typical clients are:

Business Owners

Baby Boomers

Proper Wealth Management Includes:

Wealth consulting covers every facet of your financial landscape.

Steps:

If you have additional questions, speak with one of our experts today.

Our expert wealth management guidance can help you take control of your financial future. We’ll work closely with you to develop a personalized plan that protects and grows your assets. Contact us today to schedule a consultation and get started.

Money Matters Expert Tips for Financial Success

11 Top Tax Strategies for High-Income Earners: Maximize Deductions and Minimize Taxes

7 Key Elements Of A Solid Estate Plan

8 Ways To Build An Emergency Fund

Act now to reduce tax liability on healthcare

Annuities and Retirement Planning: Safeguarding Your Future Income Stream

Are 1099s a better strategy in the new normal? – it’s not just an employer’s decision

Email: Michael@360wealthconsulting.com Telephone: 540-562-0123 1017 2nd Street SW Roanoke, VA 24016