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Salish Wealth Management

Financial Planner in Bellingham, WA

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Financial Planner Serving Anacortes, 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 Anacortes, WA include:

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

About Anacortes, WA

Anacortes ( AN-ə-KOR-təs) is a city in Skagit County, Washington, United States. The name "Anacortes" is an adaptation of the name of Anne Curtis Bowman, who was the wife of early Fidalgo Island settler Amos Bowman. Anacortes' population was 15,778 at the time of the 2010 census. It is one of two principal cities of and included in the Mount Vernon-Anacortes Metropolitan Statistical Area. Anacortes is known for the Washington State Ferries dock and terminal serving Lopez Island, Shaw Island, Orcas Island, and San Juan Island, as well as Victoria, British Columbia (via Sidney, British Columbia), on Vancouver Island. There is also a Skagit County-operated ferry that serves Guemes Island, a residential island located across Guemes Channel, north of Anacortes. == History == Anacortes is within the historical territory of the Samish people. The Samish Indian Nation's headquarters are in Anacortes. Lands that the Samish Nation owns within the city limits include its administrative campuses on Commercial Avenue and on Highway 20 in the Summit Park area; Fidalgo Bay Resort, site of landings during the annual Canoe Journey; the waterfront Cannery Building adjacent to Seafarers Memorial Park; the Samish Longhouse preschool and child care center; a proposed commercial development site on Highway 20 and Thompson Road; a two-acre housing development site on 34th Street; and a future cultural center site on 78 acres of trust land near Campbell Lake. Anacortes was officially incorporated on May 19, 1891.

Neighborhoods in Anacortes, WA

Cap Sante, Sharpes Corner, Whitmarsh Junction

Things To Do in Anacortes, WA

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4.7 (708)

Cap Sante Park

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4.6 (171)

Causland Memorial Park

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4.9 (229)

"Predators Of The Heart" Animal Sanctuary

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4.4 (39)

Anacortes Museum

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4.6 (37)

Ship Harbor Interpretive Preserve

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4.7 (1269)

Washington Park

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4.7 (534)

John Storvik Playground

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4.7 (154)

Sharpe Park

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4.8 (120)

Mount Erie Summit Trail

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4.7 (29)

Maritime Heritage Center & W.T. Preston

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4.7 (508)

Seafarers Memorial Park

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4.7 (10)

Skagit Island Marine State Park

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4.6 (576)

Washington Park Boat Launch

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4.8 (9691)

Deception Pass State Park

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4.4 (107)

Ace Of Hearts Rotary Park

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4.7 (37)

Guemes Channel Trail

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4.9 (152)

Anacortes Kayak Tours

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4.9 (559)

Island Adventures

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4.7 (392)

Blackfish Tours by Outer Island Expeditions

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5 (2)

Cranberry Lake

Bus Stops in Anacortes, WA to Salish Wealth Management

Bus Stop in R Ave. and 32nd St. Anacortes, WA to Salish Wealth Management

Bus Stop in 12th Street and H Avenue Anacortes, WA to Salish Wealth Management

Bus Stop in 8th Street and J Avenue Anacortes, WA to Salish Wealth Management

Bus Stop in Q Avenue and 8th Street Anacortes, WA to Salish Wealth Management

Bus Stop in Q Ave & 15 th St. Anacortes, WA to Salish Wealth Management

Bus Stop in Q Ave. and 13th across from Safeway Anacortes, WA to Salish Wealth Management

Bus Stop in Skyline Way & Sunset Ave Anacortes, WA to Salish Wealth Management

Bus Stop in Anacortes Senior Center Anacortes, WA to Salish Wealth Management

Bus Stop in Commercial and 14th Anacortes, WA to Salish Wealth Management

Bus Stop in March's Point Anacortes, WA to Salish Wealth Management

Bus Stop in M Ave. at 20th Anacortes, WA to Salish Wealth Management

Bus Stop in R Ave. and 25th St. Anacortes, WA to Salish Wealth Management

Map of Anacortes, WA

Driving Directions in Anacortes, WA to Salish Wealth Management

Driving Directions from Edward Jones - Financial Advisor: Jonathan R Montes to Salish Wealth Management

Driving Directions from Haven Financial Partners to Salish Wealth Management

Driving Directions from Basilica Wealth Management Inc to Salish Wealth Management

Driving Directions from Anacortes Financial Associates to Salish Wealth Management

Driving Directions from Baird Private Wealth Management to Salish Wealth Management

Driving Directions from Cascadia Financial Group to Salish Wealth Management

Driving Directions from Barrett Financial LLC to Salish Wealth Management

Driving Directions from Proactive Financial Management to Salish Wealth Management

Driving Directions from Amy Schwab - Private Wealth Advisor, Ameriprise Financial Services, LLC to Salish Wealth Management

Driving Directions from Choice Plus & Venteurs Llc to Salish Wealth Management

Driving Directions from Edward Jones - Financial Advisor: Benjamin N Jensen, CFP®|AAMS¿ to Salish Wealth Management

Driving Directions from Edward Jones - Financial Advisor: Gary L Thramer, AAMS¿ to Salish Wealth Management

Reviews for Salish Wealth Management Anacortes, 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!

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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