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Salish Wealth Management

Financial Planner in Bellingham, WA

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    • Financial Planner Serving Whatcom County, WA
    • Financial Planner Serving San Juan County, WA
    • Financial Planner Serving Skagit County, WA
    • Service Area – Bellingham, WA
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Financial Planner Serving Whatcom County, WA

Salish Wealth Management

We founded Salish Wealth Management to form a close-knit practice of loyal clients, providing
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 provide 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
provide them the resources they need to plan for and address every aspect of their financial life.

Our Services

We believe everyone needs a financial plan to guide them and keep them on track toward their goals. Through our financial planning services, we help clients establish their goals in life and develop a roadmap they can use as a guide. With your goals and your roadmap in hand, we will help you every step of the way by managing the day-to-day operations of your portfolio to achieve your goals.

Our services in Whatcom County, WA include:

  • Investment Management
  • Retirement Strategies 
  • Alternative Investments
  • Tax Strategies
  • Estate Conservation
  • Insurance and Annuity Products
  • College Savings Plans
Whatcom County, WA

About Whatcom County, WA

Whatcom County is a county located in the northwestern corner of the U.S. state of Washington, bordered by the Canadian Lower Mainland (the Metro Vancouver and Fraser Valley Regional Districts of British Columbia) to the north, the Okanogan County to the east, the Skagit County and San Juan County to the south and southwest, and the Salish Sea to the west. Its county seat and largest population center is the coastal city of Bellingham, comprising the Bellingham, WA Metropolitan Statistical Area, and as of the 2020 census, the county's population was 226,847.The county was created from Island County by the Washington Territorial Legislature in March 1854. It originally included the territory of present-day San Juan and Skagit Counties, which were later independently organized after additional settlement. Its name derives from the Lummi word Xwotʼqom, meaning "noisy water." Whatcom County has a diversified economy with a significant agricultural base, including approximately 60% of the nation's annual production of raspberries. == History == The Whatcom County area has known human habitation for at least twelve millennia. At least three aboriginal tribes have been identified in the area: Lummi (San Juan Islands, between Point Whitehorn and Chuckanut Bay), Nooksack (between Lynden and Maple Falls) and Semiahmoo (the northern portion, near Blaine).This area was part of the Oregon Country at the start of the nineteenth century, inhabited both by fur prospectors from Canada and Americans seeking land for agricultural and mineral-extraction opportunities. Unable to resolve which country should control this vast area, the Treaty of 1818 provided for joint control. In 1827 the Hudson's Bay Company established Fort Langley near present Lynden.By 1843, the Provisional Government of Oregon had been established, although at first there were questions as to its authority and extent. During its existence, that provisional government formed the area north of the Columbia River first into the Washington Territory, and then (December 19, 1845) into two vast counties: Clark and Lewis. In 1852, a portion of Lewis County was partitioned off to form Thurston County, and in 1853 a portion of the new county was partitioned off to form Island County.

Neighborhoods in Whatcom County, WA

Fairhaven, Sehome, Maple Beach, Alabama Hill, Silver Beach, Lettered Streets, Happy Valley, Roosevelt, Edgemoor, Larson Mill, Strandell, South Bellingham, Anacortes Crossing, Cottonwood Beach, Chuckanut Village, Balford, Limestone Junction, Birchwood, Forest Ridge, Cornwall Park, Samish Hill, Guide Meridian, Barkley, Lakeway, Puget, South Hill, Sunnyland, Semiahmoo, Beach, Bellingham, Point Roberts, Lynden, Birch Bay

Things To Do in Whatcom County, WA

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4.6 (184)

Whatcom Museum

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4.8 (3319)

Whatcom Falls Park

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4.7 (420)

Big Rock Garden Park

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4.7 (398)

Sehome Hill Arboretum

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4.5 (311)

Marine Life Center

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4.8 (559)

SPARK Museum of Electrical Invention

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4.8 (128)

Mindport Exhibits

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4.6 (59)

Lightcatcher Building

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4.6 (1982)

Larrabee State Park

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4.7 (1058)

Zuanich Point Park

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4.8 (134)

Lake Whatcom Park

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4.7 (210)

Stimpson Family Nature Reserve

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4.7 (875)

Marine Park

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4.1 (478)

Maritime Heritage Park

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4.7 (520)

Fairhaven Park

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4.5 (1006)

Bloedel Donovan Park

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4.8 (158)

Chuckanut Bay Gallery & Sculpture Garden

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4.5 (247)

Samish Park

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4.7 (1051)

Hovander Homestead Park

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4.7 (1050)

Bellingham Farmers Market

Bus Stops in Whatcom County, WA to Salish Wealth Management

Bus Stop in Bellingham Station Whatcom County, WA to Salish Wealth Management

Bus Stop in Cordata Station Whatcom County, WA to Salish Wealth Management

Bus Stop in Greyhound: Bus Stop Whatcom County, WA to Salish Wealth Management

Bus Stop in Bus Stop Whatcom County, WA to Salish Wealth Management

Bus Stop in Bus Stop Whatcom County, WA to Salish Wealth Management

Bus Stop in Champion St at Prospect St Whatcom County, WA to Salish Wealth Management

Bus Stop in Forest St at Rose St Whatcom County, WA to Salish Wealth Management

Bus Stop in Kwina Rd at Lummi Tribal Center Whatcom County, WA to Salish Wealth Management

Bus Stop in East Whatcom Resource Center Whatcom County, WA to Salish Wealth Management

Bus Stop in Bellingham High School Bus Stop Whatcom County, WA to Salish Wealth Management

Bus Stop in Lake Whatcom Blvd at Gate 1 Whatcom County, WA to Salish Wealth Management

Bus Stop in Portal Way at 6300 Block Whatcom County, WA to Salish Wealth Management

Map of Whatcom County, WA

Driving Directions in Whatcom County, WA to Salish Wealth Management

Driving Directions from Financial Plan, Inc. to Salish Wealth Management

Driving Directions from Latitude Financial to Salish Wealth Management

Driving Directions from Salish Wealth Management to Salish Wealth Management

Driving Directions from Clarity Capital Management to Salish Wealth Management

Driving Directions from Avlon Finance to Salish Wealth Management

Driving Directions from Skyline Advisors to Salish Wealth Management

Driving Directions from Edward Jones - Financial Advisor: Tony Pechthalt, AAMS¿ to Salish Wealth Management

Driving Directions from Edward Jones - Financial Advisor: Shannon Day to Salish Wealth Management

Driving Directions from Trail Financial Planning LLC to Salish Wealth Management

Driving Directions from Wells Fargo Advisors to Salish Wealth Management

Driving Directions from Rivershore Wealth Planning to Salish Wealth Management

Driving Directions from Lindsey Maphumulo - Private Wealth Advisor, Ameriprise Financial Services, LLC to Salish Wealth Management

Reviews for Salish Wealth Management Whatcom County, WA

Salish Wealth Management Reviews

Jeff Caldwell

starstarstarstarstar (5)

Scott and his team have been great to work with. I appreciate Scott's honest approach as money is a subject that can often generate a wide variety of emotions. Do yourself a favor and have a consultation with these guys!

Salish Wealth Management Reviews

Ava Sakowski

starstarstarstarstar (5)

I have know Scott for many years as a member of the Bellingham Chamber of Commerce. I know that he is a generous member of our community and makes it a point to give back to many non-profits in our community. He is honest, caring and somene whose advice I trust when it comes to financial planning.

Salish Wealth Management Reviews

Michael Dobransky

starstarstarstarstar (5)

Really great people at Salsih Wealth Management. I love working with the team!

Salish Wealth Management Bellingham, WA

Financial Planner in Whatcom County, WA | Financial Consultant in Whatcom County, WA | Financial Advisor in Whatcom County, WA | Investment Service in Whatcom County, WA | Stockbroker in Whatcom County, WA | Alternative Investments in Whatcom County, WA | Accredited Investors in Whatcom County, WA

We specialize in servicing the following counties: Whatcom County – San Juan County – Skagit County

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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.

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IMPORTANT DISCLOSURES

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.

Check the background of this financial professional on FINRA's BrokerCheck.

Salish Wealth Management
2122 Barkley Blvd
Suite 200
Bellingham, WA 98226


Phone: (360)594-5145
Fax: (360) 671-3544

Copyright © 2022 · Salish Wealth Management

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  • Home
  • Who We Are
    • Team
  • What We Do
    • Blog
  • Client Login
  • Contact Us
  • Service Areas
    • Financial Planner Serving Whatcom County, WA
    • Financial Planner Serving San Juan County, WA
    • Financial Planner Serving Skagit County, WA
    • Service Area – Bellingham, WA
    • Financial Planner Serving Seattle, WA
    • Financial Planner Serving Friday Harbor, WA
    • Financial Planner Serving Burlington, WA
    • Financial Planner Serving Mount Vernon, WA
    • Financial Planner Serving Anacortes, WA
    • Financial Planner Serving Birch Bay, WA
    • Financial Planner Serving Blaine, WA
    • Financial Planner Serving Ferndale, WA
    • Financial Planner Serving Lynden, WA