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Badgley Phelps Wealth Managers

Badgley Phelps Wealth Managers

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U.S. Bank Centre, 1420 5th Ave, Seattle, WA 98101, USA Get Directions
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ABOUT   Services Excellence Summary

Our client base is located in the Pacific Northwest, and we work with them to navigate their wealth and plan for the future. Our firm's core mission is to serve clients with tailored financial services. We remain dynamic in our pursuit of the best solutions and strategies so that each client can reach their unique financial goals. As an independent firm, we leverage our deep roots, our longstanding commitment, and our ability to act decisively when the situation calls for it. Your goals matter. Your life matters. Your financial picture is in 360 degrees so you use the right program devised for you. We are interested in promoting wealth preservation initiatives as well as potential growth. This is only conceivable when multidisciplinary, collaborative teams are built from people with great experience. We dedicate the same level of advocacy to our clients to our philanthropic efforts. We offer our time for civic-based charities that we deeply believe in. Moreover, we volunteer and donate many hours in multiple types of charities. We often are board members or lead nonprofits that our members deeply care for. In addition, the firm's philanthropy also follows its employees, not just the firm. Badgley Phelps not only fractionates its charitable donations but also provides matching gifts so the employees we inspire to give back and volunteer.

 

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Badgley Phelps Wealth Managers Reviews: 3. Average Rating: 3.7

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