Greater Puget Sound Solutions We help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives We as Waddell & Reed financial advisors, our goals are simple: to know our clients well, to treat them with respect and to measure our success by their success. To meet those goals, we develop financial plans tailored specifically to the individual needs of each of our clients. We value long-lasting client relationships, and advise our clients through every stage of their financial journey. Since Waddell & Reed opened its doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. This approach has been key to the enduring relationships financial advisors at Waddell & Reed enjoy with their clients. Securities and Investment Advisory Services offered through Waddell & Reed, Inc. (WRI), Broker/Dealer, Member FINRA ( and SIPC ( and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements. Greater Puget Sound Solutions is a separate entity from WRI. This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed. Waddell & Reed and its affiliates are not affiliated with and do not endorse any third party organization/company listed on this website, nor does Waddell & Reed have any direct or indirect responsibility with respect to any products and services provided by unaffiliated organizations/companies. For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit for additional information on Waddell & Reeds social media policies.