Salish Wealth Management

Financial Advisors in Bellingham, WA

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Financial Advisor in Bellingham, WA

Investment Management and Retirement Strategies

We are committed to a client-first philosophy and are dedicated to providing you with customer service that is second to none.

What We Do

Our Client-First Process

Salish Wealth Management is a full-service financial firm that is committed to assisting clients as they pursue their financial goals. We will work with you to help identify your goals, create a customized portfolio management strategy and walk alongside of you as those goals are accomplished.

Investment Management


We specialize in asset allocation designed to match your comprehensive retirement plan.

Comprehensive Retirement Planning


A comprehensive retirement plan includes all aspects of your financial situation.

Alternative Investments


We offer a variety of alternative investments that allow further diversification based on your risk preferences.

Schedule a Free Retirement Plan Review

Sit down with us for a cup of coffee and free review.

Schdule a free review today!

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Important Announcement

During the Coronavirus shutdown, Salish Wealth Management continues to operate with remote and on-site staff.  Please respect the health of employees and clients by mailing, e-mailing or faxing documents for processing as in-office visits are restricted.  Financial Advisors and Operations staff are available by phone from 6:30 AM to 4:00 PM, as usual.  If you have any questions please feel free to call our office at (360) 671-5900, or contact us by e-mail at admin@salishwm.com. 

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