Badgley Phelps Wealth Managers

Tax planning isn’t just for year-end—it’s a year-round strategy that can help maximize savings and reduce liabilities. From retirement contributions and charitable giving to tax-efficient investing, taking proactive steps now can position you for long-term financial success. Curious about how tax planning fits into your overall wealth strategy? Our latest blog explores key strategies to help you keep more of what you earn. ?? Read more here. https://lnkd.in/eWeQ7Qm3 #TaxPlanning #FinancialStrategies #WealthManagement #WealthWithPurpose

Recently, we gathered for Wine Down Wednesday, a special evening of connection, conversation, and inspiration at Badgley Phelps. This Women’s Networking Event was made even more meaningful by the presence of Maggie Walker, a trailblazer in philanthropy, civic leadership, and community impact in Seattle. Maggie shared powerful insights from her work with organizations like Friends of Waterfront Seattle, the Seattle Art Museum, and the National Audubon Society, reminding us that when women lead, communities thrive. It was an evening of celebration, reflection, and shared wisdom—the perfect way to honor Women’s History Month and this year’s theme: Moving Forward Together. Women Educating & Inspiring Generations. To all who joined us, thank you for making this event such a success! #MovingForwardTogether #WomensHistoryMonth #WomenInLeadership #Networking #BadgleyPhelps

From delivering newspapers as a kid to working the fixed income desk early in his career, Tim Thomas, CFA?, has always had a passion for finance. Now, as Chief Investment Officer, Wealth Manager at Badgley Phelps, he brings years of experience and a deep understanding of markets to help clients navigate today’s investment landscape. In a recent Hot Minute interview with Real Assets Adviser, Tim shared insights on how alternative investments can strengthen portfolios by enhancing diversification and managing risk, as well as how Badgley Phelps takes a long-term, client-focused approach to wealth management. ??? Watch the full interview to hear Tim’s insights firsthand: https://lnkd.in/g3NtvJpx #Leadership #InvestmentStrategies #ClientFocus #BadgleyPhelps

Women are shaping the future of wealth—how can we make the most of it? 95% of women will be the primary financial decision-makers for their families at some point in their lives. With women now controlling more than half of private wealth in the U.S. and set to inherit 70% of the wealth transferred over the next 40 years, the opportunity to create lasting financial legacies has never been greater. In our latest blog, Julie Parisio Roy, CFA CFP?, CEO, Wealth Manager, shares key financial strategies to help women build financial security, independence, and confidence at every stage of life. ?? Read the blog: https://lnkd.in/gFCG3b6s Let’s move forward together—educating, inspiring, and building stronger financial futures. #MovingForwardTogether #WomensWealth #WealthWithPurpose #WomensHistoryMonth

?? This month, we’re celebrating the incredible dedication and contributions of our team members who are marking work anniversaries at Badgley Phelps! ?? ? Patrick Rodgers – Wealth Manager, Research Analyst, 27 years ? Chloe Rushing – Business Administration Associate, 2 years We are grateful for their dedication, expertise, and the impact they bring to our firm and our clients every day. Thank you for your hard work and commitment to excellence! ???? Join us in congratulating them in the comments! ?? #TeamBadgley #WorkAnniversary #Gratitude #WealthWithPurpose

With inflation on the rise, it may be time to consider buying treasury inflation-protected securities (TIPS). Fixed Income Manager Calvin Spranger, CFA weighed in on TIPS and their advantages and drawbacks in a Financial Advisor Magazine article by Ben Mattlin. “They pay a periodic fixed-interest payment and [have] a maturity date at which principle is repaid,” he said. For more of Cal’s thoughts, read the full article: https://lnkd.in/gfith-WN #TIPS #FinancialAdvisor #Investing

?? Celebrating Women’s History Month at Badgley Phelps! ?? This month, we’re honoring the women who are shaping the future of wealth—as investors, leaders, and financial decision-makers. Women now control more than half of the private wealth in the U.S. and will inherit 70% of the wealth transferred over the next 40 years. With these opportunities comes the power to create lasting financial legacies—for themselves, their families, and future generations. Throughout March, we’ll be sharing insights, strategies, and stories that highlight how women can educate, empower, and inspire generations through smart financial planning. Join us as we move forward together! #MovingForwardTogether #WomensWealth #WealthWithPurpose #WomensHistoryMonth

?? This month, we’re celebrating the incredible dedication and contributions of our team members who are marking work anniversaries at Badgley Phelps! ?? ? Rebecca Calloway – Front Office Administrator, 2 years ? Anna Inveen, CFP? – Financial Planner, Associate Wealth Manager, 8 years ? Tucker Kiracofe – Financial Planning Associate, 2 years ? Jake Koodrich, CFA – Fixed Income Trader, 1 year ? E.J. Sondgroth, CFA – Wealth Manager, 4 years ? Johan Strand, CFA – Wealth Manager, Research Analyst, 2 years We are grateful for their dedication, expertise, and the impact they bring to our firm and our clients every day. Thank you for your hard work and commitment to excellence! ???? Join us in congratulating them in the comments! ?? #TeamBadgley #WorkAnniversary #Gratitude #WealthWithPurpose

Julie Parisio Roy, CFA CFP joined Investment Masterminds to share her experience as CEO of Badgley Phelps Wealth Managers, a $5Billion+ RIA out of Washington State. Our conversation included: ?? Working with Higher Net Worth Clients ?? Generational Wealth Transfer ?? The Value of Experience Combined with Fresh Perspectives We also chatted about the difficulties of maintaining work/life balance with two working parents. I hope you enjoy watching this segment as much as I enjoyed hosting it! Swan Global Investments Jay Scott Ryan Williams Matti Guillette Adam Pander Chris Caswell, CAIA Steve Bogosian Seth Hiemstra, CRPC David Lovell

Although some older clients wish to age at home, it may not be easy or beneficial to do so for several reasons, such as rising cost of living, expensive home modifications and maintenance, social isolation, and vulnerability. Financial planner Megan Wiley, CFP?, CDFA?shared with Financial Advisor Magazine her thoughts on the importance of retirement planning, especially for those who are considering aging at home. “There is a common misconception that expenses decrease in retirement,” she said. “While this may be true initially, often individuals’ expenses rise in their later years. Advisors should discuss their clients’ personal situation and goals in order to plan accordingly.” Read the full article: https://lnkd.in/g5Mqe6Hf #Retirement #FinancialPlanning #FinancialAdvisor