360 Wealth Consulting is a Roanoke, Virginia-based firm providing personalized wealth management and financial guidance to business owners, individuals, and households preparing for retirement. Its team combines tax expertise with financial planning to help clients make informed, data-driven decisions across their financial lives. The firm’s services include investment and retirement planning, wealth management, tax strategies and returns, business accounting, near-real-time bookkeeping, on-demand reporting, financial consulting, payroll, and quarterly tax filings. It also offers AI-enhanced accounting, drawing on ongoing engagement with artificial intelligence, regulatory frameworks, and industry developments.

360 Wealth Consulting emphasizes proactive tax planning rather than compliance alone, alongside attention to investments, business assets, liabilities, risk management, and insurance. Its process may include identifying potential tax savings, implementing strategies throughout the year, managing risk, and holding quarterly check-ins. The firm describes itself as a fiduciary and says it uses transparent, flat-fee pricing based on the selected service level. Its team holds the Registered Financial Consultant credential from the International Association of Registered Financial Consultants.