B3 Wealth Strategies
At B3 Wealth Strategies, we believe clients benefit from a number of advantages when working with us, including finding balance in their strategies.
Advanced Technology and Research
We have always been technology-focused and at B3 Wealth Strategies, we have ramped up this advantage even more. Our clients enjoy access to Wealth Vision, a data aggregation tool, enhanced financial planning tools to simplify and streamline the investing process, and more robust web access and software, including a single login for all accounts. We also utilize a mobile app and e-Signature software for many account transactions and establishments.
Our team is comprised of professionals that have decades of experience in the industry, as well as ones that offer fresh visions and new perspectives. This dynamic combination allows our clients to work with a team that values consistency but isn’t afraid to think outside of the box and enjoy the benefits of our collaborative approach. Working with B3, you have the best of both worlds - experience and innovation.
We are committed to building long-term relationships with our clients and seek to work with them as they find balance in their financial and personal lives. When we work with clients, it’s not merely transactional; it’s personal. Contact us today to learn more.