The Boyle Group Wealth Management

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.

Zetlmaier Wealth Management is an independent financial planning and wealth management firm based in Seattle, WA. ZWM offers services for all types of investors. Our clients work in a wide array of industries from tech to government to healthcare. We use a bucket strategy approach to financial planning and wealth management. Simply put, we identify your short, medium, and long term needs and make suggestions accordingly.