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 Birch Bay, WA include:
- Investment Management
- Retirement Strategies
- Alternative Investments
- Tax Strategies
- Estate Conservation
- Insurance and Annuity Products
- College Savings Plans
About Birch Bay, WA
Birch Bay is a protected bay of the east shore of the Salish Sea, between Semiahmoo Bay and Lummi Bay; approximately 100 miles (160 km) north of Seattle and 35 miles (56 km) south of Vancouver, BC, Canada. The bay gives its name to a census-designated place (CDP) along the bay's shore in Whatcom County, Washington, United States. The population was 8,413 at the 2010 census, a 69.6% increase over the 2000 census. Birch Bay was named in 1792 by Archibald Menzies, a member of the Vancouver Expedition. Vancouver's two ships used Birch Bay as an anchorage for several days. Menzies noted a number of species of birch and gave the name to the bay. == Geography == Birch Bay is located at 48°55′56″N 122°44′50″W (48.932167, -122.747192).According to the United States Census Bureau, the CDP has a total area of 21.2 square miles (55.0 km2), of which, 15.8 square miles (40.9 km2) of it is land and 5.4 square miles (14.0 km2) of it (25.45%) is water. == Geology == Birch Bay is a headland bay created by the refraction of incoming waves on the headlands that lie on either side of the bay. The headland to the north is Birch Point, and the one to the south is Point Whitehorn. The waves bend as they enter the bay and lose energy in the process.
Neighborhoods in Birch Bay, WA
Things To Do in Birch Bay, WA
Bus Stops in Birch Bay, WA to Salish Wealth Management
Bus Stop in Alderson Rd at Birch Bay Dr Birch Bay, WA to Salish Wealth Management
Bus Stop in Birch Bay Dr at Harborview Rd Birch Bay, WA to Salish Wealth Management
Bus Stop in Birch Bay Dr at Club House Dr Birch Bay, WA to Salish Wealth Management
Bus Stop in Birch Bay Square Birch Bay, WA to Salish Wealth Management
Bus Stop in Drayton Harbor Rd at Blaine Rd Birch Bay, WA to Salish Wealth Management
Bus Stop in Birch Bay Lynden Rd at Anchor Pkwy Birch Bay, WA to Salish Wealth Management
Bus Stop in Birch Bay Dr at Beachcomber Dr Birch Bay, WA to Salish Wealth Management
Bus Stop in Anderson Rd at Beach Way Dr Birch Bay, WA to Salish Wealth Management
Bus Stop in Birch Bay Dr at Club House Dr Birch Bay, WA to Salish Wealth Management
Bus Stop in Peace Portal Dr at Bell Rd Birch Bay, WA to Salish Wealth Management
Bus Stop in Peace Portal Dr at Garfield Ave Birch Bay, WA to Salish Wealth Management
Bus Stop in Lincoln Rd at Harborview Rd Birch Bay, WA to Salish Wealth Management
Driving Directions in Birch Bay, WA to Salish Wealth Management
Driving Directions from LTC Financial Partners to Salish Wealth Management
Driving Directions from Bayport Financial Advisors to Salish Wealth Management
Driving Directions from Global Health is Wealth to Salish Wealth Management
Driving Directions from Clarity Capital Management to Salish Wealth Management
Driving Directions from Birch Bay Tax & Accounting to Salish Wealth Management
Driving Directions from Financial Plan, Inc. to Salish Wealth Management
Driving Directions from Edward Jones - Financial Advisor: Monisha M Brandt, CFP® to Salish Wealth Management
Driving Directions from Salish Wealth Management to Salish Wealth Management
Driving Directions from Credit Soldier to Salish Wealth Management
Driving Directions from Adjusted Accounting LLC to Salish Wealth Management
Driving Directions from Edward Jones - Financial Advisor: Anne M Bowen to Salish Wealth Management
Driving Directions from Peak Financial Group to Salish Wealth Management
Reviews for Salish Wealth Management Birch Bay, WA
Jeff Caldwell
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!
Ava Sakowski
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.
Michael Dobransky
Really great people at Salsih Wealth Management. I love working with the team!
