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B
8 months ago

😃 Badgley Phelps Wealth Managers is absolutely ama...

😃 Badgley Phelps Wealth Managers is absolutely amazing! Their team goes above and beyond to deliver exceptional service. The company's dedication to their clients is commendable. I am impressed with their wealth management strategies and the positive impact they have had on my financial well-being. Thank you, Badgley Phelps! 😃

M
9 months ago

💯 Badgley Phelps Wealth Managers is hands down the...

💯 Badgley Phelps Wealth Managers is hands down the best wealth management firm I have ever worked with! Their team is highly knowledgeable, and they truly care about their clients' financial success. The company's dedication to providing top-notch service is unmatched. I am grateful for their guidance and the positive impact they have had on my financial journey. 💯

S
11 months ago

Badgley Phelps Wealth Managers has been a trusted ...

Badgley Phelps Wealth Managers has been a trusted partner in managing my wealth. Their team has a deep understanding of the financial industry and provides valuable insights. They are proactive in addressing any concerns or issues that may arise. I appreciate the personalized attention and exceptional service provided by the company. I highly recommend them for wealth management services.

S
11 months ago

😊 I can confidently say that Badgley Phelps Wealth...

😊 I can confidently say that Badgley Phelps Wealth Managers is a fantastic company! They have exceeded my expectations in managing my wealth. The level of expertise and professionalism demonstrated by their team is remarkable. I feel secure knowing that my financial future is in capable hands. 😊

A
1 year ago

👍 Badgley Phelps Wealth Managers is simply outstan...

👍 Badgley Phelps Wealth Managers is simply outstanding! Their team is knowledgeable, professional, and provides exceptional service. They have a deep understanding of wealth management and tailor their strategies to meet individual needs. I am more than satisfied with their services and highly recommend them to everyone seeking reliable wealth management solutions. 👍

S
1 year ago

I have been a customer of Badgley Phelps for many ...

I have been a customer of Badgley Phelps for many years, and I can confidently say that they are a reliable wealth management firm. Their team has always provided sound financial advice and helped me navigate through various market conditions. The company's client-centric approach and attention to detail are commendable. Overall, I am pleased with their services.

A
1 year ago

I have been a customer of Badgley Phelps Wealth Ma...

I have been a customer of Badgley Phelps Wealth Managers for a few years now, and I am satisfied with their services. Their team is knowledgeable and provides valuable financial advice. However, there have been instances where I felt their communication could have been more proactive. Overall, I would recommend them for their expertise in wealth management.

O
1 year ago

I am extremely pleased with the services provided ...

I am extremely pleased with the services provided by Badgley Phelps Wealth Managers. Their team is professional, knowledgeable, and always ready to assist. The company's financial planning strategies have helped me secure my future and achieve my goals. I am grateful for their expertise and highly recommend their services.

D
1 year ago

Badgley Phelps Wealth Managers has been instrument...

Badgley Phelps Wealth Managers has been instrumental in helping me achieve my financial goals. Their team is dedicated, responsive, and always willing to go the extra mile. I have complete faith in their expertise and trust them with my wealth management needs. If you're looking for a reliable and trustworthy wealth management firm, look no further than Badgley Phelps.

H
1 year ago

I recently started looking for a wealth management...

I recently started looking for a wealth management firm and came across Badgley Phelps. I have been impressed with their services so far. Their team has provided valuable advice and guidance, helping me make informed financial decisions. The website is informative and easy to navigate. I appreciate their personalized approach and attention to detail. Overall, I would highly recommend them to anyone looking for professional wealth management services.

P
1 year ago

I recently switched to Badgley Phelps Wealth Manag...

I recently switched to Badgley Phelps Wealth Managers, and I am impressed with their services. The company's expertise and knowledge have been invaluable in helping me make wise investment decisions. They have a client-centric approach and ensure personalized attention. I appreciate their transparency and proactive communication. Overall, I am highly satisfied with their services.

A
1 year ago

I have been a customer of Badgley Phelps Wealth Ma...

I have been a customer of Badgley Phelps Wealth Managers for several years now, and I must say that my experience with them has been average. The company provides decent financial planning services and has helped me manage my wealth effectively. However, there have been times when I felt their strategies were a bit too conservative for my liking. Overall, I would say they are a reliable option for wealth management, but there is definitely room for improvement.

H
1 year ago

As a long-term customer of Badgley Phelps Wealth M...

As a long-term customer of Badgley Phelps Wealth Managers, I can vouch for their credibility and commitment to their clients. Their financial advice has been valuable in helping me achieve my financial goals. Occasionally, there have been minor hiccups, but the team has always been responsive and resolved any issues promptly. For anyone seeking reliable wealth management services, I would definitely recommend Badgley Phelps.

About Badgley phelps wealth managers

Badgley Phelps Wealth Managers: Your Trusted Partner in Wealth Management

Badgley Phelps Wealth Managers is a leading independent wealth management firm that has been serving high net worth individuals and families, as well as corporations and foundations, for over 50 years. With a team of experienced professionals who are dedicated to providing personalized financial solutions, Badgley Phelps has established itself as a trusted partner in wealth management.

At Badgley Phelps, we understand that every client has unique financial goals and objectives. That's why we take the time to get to know our clients on a personal level so that we can tailor our services to meet their specific needs. Whether you're looking for investment advice, retirement planning, estate planning or tax strategies, our team of experts will work with you every step of the way to help you achieve your financial goals.

Our Approach

At Badgley Phelps Wealth Managers, we believe in taking a holistic approach to wealth management. We understand that managing your finances is not just about investing your money; it's about creating a comprehensive plan that takes into account all aspects of your financial life.

Our team of experts will work with you to develop a customized plan based on your unique needs and goals. We'll start by assessing your current financial situation and then create an investment strategy designed to help you achieve long-term success.

We also believe in transparency when it comes to fees and expenses. Our fee structure is straightforward and easy-to-understand so that there are no surprises down the road.

Investment Philosophy

At Badgley Phelps Wealth Managers, we believe in taking a disciplined approach when it comes to investing. Our investment philosophy is based on three key principles:

1) Diversification - We believe in diversifying investments across different asset classes such as stocks, bonds, real estate and alternative investments.
2) Risk Management - We focus on managing risk by carefully selecting investments based on their risk profile.
3) Long-Term Perspective - We take a long-term perspective when it comes to investing because we believe this approach provides the best opportunity for achieving sustainable growth over time.

Our Investment Committee meets regularly throughout the year to review market conditions and make adjustments as needed based on our clients' individual needs.

Retirement Planning

Planning for retirement can be overwhelming but at Badgley Phelps Wealth Managers we make it easy by providing comprehensive retirement planning services tailored specifically for each client's unique situation. Our team will work with you every step of the way from setting realistic retirement goals through developing an actionable plan designed around those goals.

Estate Planning

Estate planning is an important part of any comprehensive wealth management strategy. At Badgley Phelps Wealth Managers our experienced professionals provide guidance through all stages of estate planning including drafting documents such as trusts or wills while ensuring compliance with state laws regarding inheritance taxes or probate proceedings if necessary.

Tax Strategies

Taxes can be one of the biggest expenses faced by high net worth individuals which makes tax strategies critical components within any successful wealth management plan at Badgely phelps wealth managers . Our experienced professionals provide guidance through all stages including tax-efficient portfolio construction while ensuring compliance with state laws regarding inheritance taxes or probate proceedings if necessary.


Conclusion

Badgely phelps wealth managers offers personalized solutions tailored specifically towards each client’s unique situation making them stand out among other firms . With over 50 years experience , they have established themselves as trusted partners within their field offering transparent fee structures , diversified portfolios , risk-management techniques , long term perspectives along side Retirement Planning , Estate Planning & Tax Strategies making them one stop shop solution provider . Contact us today!

Badgley phelps wealth managers

Badgley phelps wealth managers

3.9