B3 Wealth Strategies Email Format

Financial ServicesWashington, United States2-10 Employees

B3 Wealth Strategies is a financial services firm based in Bellevue, Washington, offering investment advisory and financial planning services. It operates as a registered investment adviser through Financial Advocates Investment Management and provides securities through LPL Financial, with a technology-enabled approach that aims to streamline investing and provide integrated access to client accounts through data aggregation and planning tools. The arrangement reflects the firm’s emphasis on delivering a streamlined, accessible wealth-management experience. 

The team brings together seasoned professionals and newer perspectives to balance experience with innovation, supporting long-term relationships rather than transactional interactions. The firm focuses on helping clients achieve balance in their financial and personal lives, and its collaborative, small-team structure underpins tailored guidance within the regional financial services landscape.

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