360 WEALTH CONSULTING

The company was built to serve people like us: hard-working folks looking for someone they can trust to explain strategies and answer questions without jargon. You deserve to have the same opportunities as the ultra-rich for a price you can afford. If you have your eyes set on leaving a legacy or are simply trying to manage the challenges of a small business, we've created services designed with you in mind... 360 Wealth Consultants: We serve you as fiduciaries, which means if we give you an hour of advice, you pay an hourly rate for our time - not a percentage of your investment portfolio. This eliminates conflict-of-interest issues (or double dipping on commissions and asset under management fees). You get customized advice geared toward your particular goals. We get the pride and excitement that comes with helping you make wise decisions... The 360 team includes tax preparers, accountants, CPAs, and credentialed wealth management specialists. We communicate with each other before..

Primary location: Roanoke United States