If you are feeling lost when it comes to growing your wealth, Salish Wealth Management can help!
We can give you valuable insight into what you should be doing with your money to reach your financial goals. We can provide guidance on everything from saving for retirement to buying a home. However, not everyone needs a financial planner. If you have a solid understanding of personal finance and are comfortable making your own investment decisions, you may not need a financial planner. But if you’re feeling overwhelmed or don’t have the time to manage your finances on your own, working with Salish Wealth Management can be worth the investment. High-net-worth Individuals can have complex financial situations that are often difficult to maintain.
We have helped many high-net-worth individuals just like you.
In fact, that is our specialty. We will customize a comprehensive financial plan that fits your needs and goals.
Start taking control of your finances.
Contact us today to preserve and grow your wealth.
About Salish Wealth Management:
We founded Salish Wealth Management to form a close-knit practice of loyal clients, supplying
comprehensive financial services with a personalized, one-on-one approach. Combining
disciplined investment strategies with a high-touch, customized approach, we build financial
plans that help our clients pursue their goals.
We specialize in serving individuals and families, many of whom are in retirement. They’ve
accumulated their wealth by long-term savings habits and strong investment strategies and
seek a full-service firm and financial advisor who can supply them objective advice and keep a
watchful eye over their assets so they can focus on their passions in life.
We believe clients choose us because we fulfill this need. Many of our clients tell us they know
we make decisions with their needs in mind. We prioritize honest and open communication and
supply them the resources they need to plan for and address every aspect of their financial life.
Salish Wealth Management Serving Whatcom County, San Juan County, & Skagit County, WA
2122 Barkley Blvd Suite 200
Bellingham, WA 98226
Salish Wealth Management
Serving Whatcom County, San Juan County, & Skagit County, WA
Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser. Moloney Securities Co., Inc. and Moloney Securities Asset Management, LLC are not under common control or ownership with Salish Wealth Management.