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wealth_management_definition_how_it_wo_ks_se_vices_alte_natives

You need to not only understand their investment philosophy but also get along with them personally. This advisor is going to be responsible for giving you serious advice, and it’s important that you hold their opinion in high regard. All investment research used to manage client money is done in-house by the analysts employed by Pacific Portfolio Consulting. Badgley Phelps Wealth Management has been completely employee-owned since its founding in 1966. The firm is under the ownership of Focus Financial Partners, LLC, a large nationwide group of advisory firms. With access to over 75,000 individual taxable and municipal bonds and CDs and online analytical tools, we have the building blocks to help you construct a tailored portfolio to meet virtually any need.

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