At Badgley Phelps, we take a holistic approach to financial planning and investment management in order to create a tailored program for each client need. We put clients first, and we’re employee-owned, so we have the flexibility to act quickly when time is of the essence. And, we have certified financial planners, a dedicated research team and chartered financial analysts all working together to help grow and preserve our clients’ wealth.

Take a look at the following video to get a sense of how we approach wealth management at Badgley Phelps.