DEPARTMENT PROFILE

Badgley + Phelps

Wealth Managers

Spotlight TableWashingtonHigh Net Worth 2020 View ranking table

Chambers Review

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Badgley + Phelps advises families on wealth transfer and estate planning, charitable giving strategies, tax plans and investments.

"I think very highly of them, they consistently provide good services and financial performance," explains an interviewee, who adds: "Julie Parisio Roy is very experienced and a great adviser. She's super sensitive to client needs and a really effective communicator." The same source describes Steve Phelps as "a rainmaker and a great pillar of our community - just a wonderful human being."

Key contact:

Steve Phelps, President, Chief Investment Officer and Wealth Manager

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