Established in 1966, Badgley, Phelps and Bell Investment Counsel is an independent investment management firm in Seattle. The firm manages equity, fixed-income and balanced portfolios for private and institutional clients. An individual portfolio manager manages each portfolio at the firm and stocks are selected from an approved buy-list. The firm invests in intermediate-term bonds and each individually managed account is tailored to specific goals.

Pacific Portfolio Consulting is a Seattle-based wealth management firm specializing in providing high net worth financial advisory services, ultra high net worth investment consulting, and 401k services management. As a fee-only advisor, they are recognized as a top consultant by Barron's and are known for offering fee-based fiduciary financial advice. With a strong reputation as the best money advisor and top financial planner in Seattle, Pacific Portfolio Consulting also operates as a Trust Company in the area. Their commitment to delivering personalized and comprehensive financial solutions sets them apart as a trusted partner for individuals seeking expert wealth management services. Generated from their website's infomation

Oliver Capital Management, Inc. is a Seattle-based firm specializing in Comprehensive Wealth Management services, offering a unique approach that focuses on both the asset and liability sides of each client's personal balance sheet. Led by founder Mark K. Oliver, the company prides itself on providing customized financial solutions with attention to detail, discipline, and world-class service. The team at Oliver Capital Management is dedicated to enriching the lives of their clients by utilizing a proprietary Comprehensive Wealth Management system that addresses retirement and education planning, asset allocation, tax strategies, estate planning, and insurance coverage. With a mission to grow and protect wealth, the firm's corporate culture emphasizes excellence, expertise, and a commitment to client success.Generated from the website