Company Information

Get to know Financial Wellness Strategies

Financial Wellness Strategies is an independent financial services firm based in Bellevue, Washington. The firm focuses on creating holistic, long-term financial plans for individuals, families, and business owners. Their mission is to help clients navigate complex financial decisions to achieve their life goals, from retirement and estate planning to investment management and insurance strategies. They emphasize a personalized, client-centric approach, operating with the stated values of integrity, trust, and transparency. For regulatory and compliance purposes, their securities are offered through Kestra Investment Services, LLC, and advisory services are offered through Kestra Advisory Services, LLC.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Financial Wellness Strategies

United States

Founded in

2023 (3 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.