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.

Founded in

United States