Phil Scott

Top Wealth + Best-in-State + Barron's 100 · rank 2 · Bellevue, Washington · listed firm: J.P. Morgan Wealth Management

Identity & firm

• Firm — J.P. Morgan Wealth Management (high)
  • “Phil Scott is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.” — firm_official
• Parent company — JPMorgan Chase & Co. (high)
  • “Walter Phillip Schlaepfer” — sec_finra_regulatory
• Firm type — bank_brokerage (high)
  • “Walter Phillip Schlaepfer | Financial Professional | Bellevue, Washington | J.P. MORGAN SECURITIES LLC” — sec_finra_regulatory
• Team name — The Phil Scott Group (high)
  • “At The Phil Scott Group, we help people pursue meaningful goals around their wealth, providing them with honest advice that reflects the distinctive nature of their situations.” — firm_official
• Team size — 18 (medium)
  • “A graduate of the U.S. Naval Academy, Phil Scott has looked to foster many of the same qualities in our team that he witnessed firsthand at the Academy: collaboration, hard work, honesty and integrity.” — firm_official
• CRD — 1306585 (high)
  • “BrokerCheck Report

Walter Phillip Schlaepfer CRD# 1306585” — sec_finra_regulatory

• Years experience — 42 (high)
  • “Our experience in wealth management is notable for its breadth and depth. Our founder, Phil Scott, has worked in investing and financial strategy since 1984.” — firm_official
• Designations — — (medium)
  • “Phil is a graduate of the U.S. Naval Academy, where he earned degrees in International Relations and General Engineering.” — firm_official

Book of business

• Team AUM ($M) — 6100 (high)
  • “Team Assets (Custodied): $6.1B” — forbes_shook
• Account minimum ($M) — 10 (high)
  • “Minimum Account Size for New Business: $5-25M” — forbes_shook
• Typical client net worth ($M) — 25 (high)
  • “Typical Net Worth of Relationships: $10-25M” — forbes_shook
• Client niche — ultra-affluent business owners, senior executives, entrepreneurs and multi-generational families (high)
  • “With more than three decades of direct wealth management and investing experience, Phil advises business owners, senior executives, entrepreneurs and multi-generational families about the opportunities and challenges tha” — firm_official
• Custodians — gap: not_applicable
• Fee model — not_public (medium)
  • “Closely attuned to the capital markets, Phil is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, one of a select group of advisors who undergo a screening process to manage discretionary portfolio” — firm_official

Positioning & marketing

• Website url — https://wealthpartners.jpmorgan.com/bellevue/the-phil-scott-group/ (high)
  • “We are a nationally recognized wealth management team, proud to help clients gain greater confidence and direction in managing their wealth.” — firm_official
• Value proposition (verbatim) — We are a nationally recognized wealth management team, proud to help clients gain greater confidence and direction in managing their wealth. At The Phil Scott Group, we help people pursue meaningful goals around their wealth, providing them with honest advice that reflects the distinctive nature of their situations. (high)
  • “We are a nationally recognized wealth management team, proud to help clients gain greater confidence and direction in managing their wealth.” — firm_official
  • “At The Phil Scott Group, we help people pursue meaningful goals around their wealth, providing them with honest advice that reflects the distinctive nature of their situations.” — firm_official
• Differentiators — Naval Academy-derived team culture: collaboration, hard work, honesty and integrity, Team continuity — many members have collaborated for more than 25 years, Diligence: attentiveness, precision and deep engagement with each person or family, Founder investing since 1984 — four decades of market experience, Member of the J.P. Morgan Portfolio Manager Program (discretionary portfolio management) (high)
  • “A graduate of the U.S. Naval Academy, Phil Scott has looked to foster many of the same qualities in our team that he witnessed firsthand at the Academy: collaboration, hard work, honesty and integrity.” — firm_official
  • “We place a strong value on diligence—creating a client experience characterized by attentiveness, precision and deep engagement with each person or family.” — firm_official
• Content marketing — none (medium)
  • “Our experience in wealth management is notable for its breadth and depth. Our founder, Phil Scott, has worked in investing and financial strategy since 1984.” — firm_official
• Has podcast — no (medium)
  • “Phil Scott is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management. Phil is the recipient of numerous national accolades, and has worked with ultra-affluent clients throughout his career to help them d” — firm_official
• Books published — 0 (medium)
  • “Phil is a graduate of the U.S. Naval Academy, where he earned degrees in International Relations and General Engineering. Active in philanthropic causes, Phil supports a number of organizations, including Row to the Futu” — firm_official
• Linkedin url — https://www.linkedin.com/in/phil-scott-514aa012/ (low)
  • “Phil Scott - First Republic Private Wealth Management | LinkedIn” — social_or_third_party_db
• Social presence — none (low)
  • “We are a nationally recognized wealth management team, proud to help clients gain greater confidence and direction in managing their wealth.” — firm_official
• Press awards — Barron's Top 100 Financial Advisors (2026 rank #9, 2025, 2024, 2023, 2022), Barron's Top 250 Private Wealth Management Teams (2026, 2025, 2024), Barron's Top 1,200 / Top 1,500 Financial Advisors — #1 in Washington state, 2026 (high)
  • “Barron's: Top 100 Financial Advisors (2026, 2025, 2024, 2023, 2022); Top 250 Private Wealth Management Teams (2026, 2025, 2024)” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “//dynl.mktgcdn.com/p/gIMxvicjQAIXGMBXexMP0hg02XFWoch2vpPEto-O0oQ/366x41.png” — firm_official
• Logo url — https://dynl.mktgcdn.com/p/gIMxvicjQAIXGMBXexMP0hg02XFWoch2vpPEto-O0oQ/366x41.png (high)
  • “//dynl.mktgcdn.com/p/gIMxvicjQAIXGMBXexMP0hg02XFWoch2vpPEto-O0oQ/366x41.png” — firm_official
• Visual brand notes — Inherits J.P. Morgan corporate identity: brown/bronze accents on white, restrained serif-and-sans pairing, formal square headshots on plain backgrounds. No team-specific palette or mark; institutional rather than boutique. (medium)
  • “//dynl.mktgcdn.com/p/px3pRSGpTAX8RYPr4bQGDN2gXY5IZgoBcrKNGxAKJzY/450x450.jpg” — firm_official

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