Experience

Badgley Phelps Wealth Managers

• United States
• Investment Management
• 1 - 100 Employee

• Wealth Manager

  • May 1983 - Present

  Seattle, Washington 38 plus years at Badgley Phelps has taught me that “Wealth Management” is much more than money management. It is a real privilege to be able to work with our clients and their advisors and apply our firms collective experience which dates back to the 1960s. Understanding our clients goals and aspirations is central to our process. From comprehensive financial planning to significant experience in dealing with multigenerational wealth issues we at Badgley Phelps create investment solutions that… Show more 38 plus years at Badgley Phelps has taught me that “Wealth Management” is much more than money management. It is a real privilege to be able to work with our clients and their advisors and apply our firms collective experience which dates back to the 1960s. Understanding our clients goals and aspirations is central to our process. From comprehensive financial planning to significant experience in dealing with multigenerational wealth issues we at Badgley Phelps create investment solutions that are tailored to our clients individual needs. We are committed to providing a level of service and depth of knowledge of the investment landscape to help our families navigate through what has become a very complex global economic environment. Show less