B3 Wealth Strategies

B3 Wealth Strategies is a financial advisory firm based in Bellevue, Washington. The company employs four individuals and generates annual revenue of $2.5 million. B3 Wealth Strategies is dedicated to helping clients achieve financial balance through a personalized approach. The firm specializes in providing advanced financial planning services, leveraging technology to simplify the investing process. Their platform includes Wealth Vision, a data aggregation tool, and enhanced financial planning software accessible through a web portal and mobile app. B3 Wealth Strategies also utilizes e-Signature software for streamlined account transactions. Their team comprises experienced professionals and forward-thinking individuals, combining expertise with innovative perspectives. This collaborative approach allows them to develop customized strategies tailored to each client's unique needs. B3 Wealth Strategies emphasizes building long-term relationships with their clients, working alongside them to achieve both financial and personal goals. For more information, interested parties can visit B3 Wealth Strategies' website at b3wealthstrategies.com. Securities are offered through LPL Financial, a member of SIPC, while investment advice and financial planning are provided by Financial Advocates Investment Management, DBA B3 Wealth Strategies, a registered investment advisor.