Services

Salish Wealth Managment provides clients with a comprehensive financial plan. When developing a customized financial program, we walk you through a step-by-step process, helping you feel confident in your decisions. We address many aspects of your financial situation including:

  • Investment management
  • Retirement strategies 
  • Tax Strategies
  • Estate conservation
  • Insurance and annuity products

Our firm has a relationship with a variety of financial services companies, so if we don't have a specific product or service, we know a group that does. Once your goals have been identified, we will customize appropriate strategies to suit your vision and objectives.