Question 1

What is the company's focus?

Accepted Answer

The company is a leading independent wealth management firm that serves high net worth individuals, families, corporations, and foundations.

Question 2

What services does the company offer?

Accepted Answer

The company provides a range of wealth management services, including investment management, financial planning, and advisory services.

Question 3

What is the company's approach to client relationships?

Accepted Answer

The company values the trust and privilege of their client relationships, and they strive to be a trusted partner in their clients' financial lives.

Question 4

What is the company's leadership and experience?

Accepted Answer

The company is led by Julie Parisio Roy, who is the Chief Executive Officer and Wealth Manager, and who holds the CFA®, CFP®, and CIC designations.

Badgley Phelps Wealth Managers

Company Overview