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About Badgley Phelps Wealth Managers
Badgley Phelps Wealth Management is a highly respected and independent wealth management firm serving clients in the Pacific Northwest and beyond. With a legacy of over 50 years, their unwavering mission is centered on prioritizing their clients and tailoring their services to meet individual, family, and institutional needs.
The firm's holistic approach takes a 360-degree view of each client's financial situation, allowing for the creation of customized wealth preservation and growth strategies. These strategies are made possible by collaborative, multidisciplinary teams with extensive experience.
Badgley Phelps' dedication to clients is underlined by their fiduciary role, always placing clients' needs above all else. Their approach combines data-driven insights with action, ensuring clients' financial challenges and goals are effectively met.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Transfer Planning
- Asset Protection
- Investment Management
- Cash Flow Planning
- College Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Legacy Planning
- Philanthropic Planning
More about Badgley Phelps Wealth Managers
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 315440 | 19 |
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