Badgley Phelps Wealth Managers Email Format

Investment ManagementWashington, United States11-50 Employees

Badgley Phelps Wealth Managers is an investment management firm based in Seattle, Washington, offering tailored wealth management, investment management, and financial planning services. The firm serves high-net-worth individuals, families, corporations, and foundations, aiming to protect assets and support long-term wealth growth through structured equity and fixed income portfolio management and comprehensive planning. Positioned within the investment management industry, it partners with Focus Financial since 2021 to expand resources and provide long-term planning and investment strategies. The company has a history dating to 1966 and operates from its Seattle location, with a focus on delivering customized solutions aligned to each client’s goals. In recent developments, the firm has announced leadership changes and strategic moves, such as appointing a chief investment officer and pursuing acquisitions, reflecting ongoing adjustments in its leadership and growth trajectory.

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