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Badgley Phelps Wealth Managers

About

Since 1966, Badgley Phelps Wealth Managers has been dedicated to helping high-net-worth individuals, families, corporations, and foundations protect their assets and grow their wealth. Based in Seattle, we specialize in wealth management, investment management, and financial planning, tailoring solutions to meet each client's unique goals and objectives. As a proud partner of Focus Financial since 2021, we provide an expanded array of resources, offering customized, long-term strategies for both planning and investment. Our highly structured approach to managing equity and fixed income portfolios ensures our clients’ financial success. Follow our LinkedIn page to see perspectives on industry news, financial planning and other topics of interest.

Country

US

Address

1420 Fifth Avenue, Seattle, WA

Postal Code

98101

Company Type

Partnership

Employees

47

Industry

Financial Services

Specialties

Investment Management; Wealth Management; Financial Planning

Top Decision Makers · 1

CEO, Director of Financial Planning and Wealth Manager

Person Avatar

Julie Parisio Roy, CFA CFP

United States

Email

******@***.com

Phone

(**) *** ****

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