Shawn Skogstad, Financial Advisor at Waddell & Reed

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MarsJewett is a trusted financial advisory team based in Bellevue, WA, recognized as one of the Top 500 RIA Firms by USA Today. With a personalized approach to wealth management, they prioritize understanding clients beyond their balance sheets to help them achieve their financial goals and protect their legacies. Their comprehensive services cover investment management, retirement planning, estate planning, tax strategies, charitable giving, and more, all tailored to individual needs and guided by a team of experienced professionals dedicated to building strong client relationships and navigating life's financial complexities together.Generated from the website

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.