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 Burlington, WA include:
- Investment Management
- Retirement Strategies
- Alternative Investments
- Tax Strategies
- Estate Conservation
- Insurance and Annuity Products
- College Savings Plans
About Burlington, WA
Burlington is a city in Skagit County, Washington, United States. Its population was recorded as 8,388 in the 2010 census. Burlington is located approximately halfway between Seattle and Vancouver, B.C. The city is included in the Mount Vernon–Anacortes, Washington Metropolitan Statistical Area. == History == Burlington began as a logging camp, established by John P. Millett and William McKay, in 1882. It was officially incorporated on June 16, 1902. Originally, Burlington's businesses were centered on Fairhaven Avenue. Today, Fairhaven Avenue is the center of Burlington's old downtown, which has since been revitalized.In 2007, the city opened a new library and city hall. === Indigent defense ruling === In December 2013, U.S. District Judge Robert Lasnik determined that Burlington had systematically violated its duty to offer effective legal representation to defendants who couldn't afford an attorney. The ruling required Burlington and Mount Vernon to hire a public defense supervisor to ensure their defense system complies with constitutional standards. === 2016 shooting === On September 24, 2016, five people were shot and killed at Cascade Mall in Burlington.
Neighborhoods in Burlington, WA
Things To Do in Burlington, WA
Bus Stops in Burlington, WA to Salish Wealth Management
Bus Stop in Burlington Community Center Burlington, WA to Salish Wealth Management
Bus Stop in Chuckanut Park & Ride Burlington, WA to Salish Wealth Management
Bus Stop in Burlington Blvd. South of George Hopper Burlington, WA to Salish Wealth Management
Bus Stop in Burlington Boulevard at Burlington Crossings Burlington, WA to Salish Wealth Management
Bus Stop in Burlington Boulevard and Fairhaven Burlington, WA to Salish Wealth Management
Bus Stop in Burlington Blvd. at Sterling Motor Inn Burlington, WA to Salish Wealth Management
Bus Stop in Skagit Transit Burlington, WA to Salish Wealth Management
Bus Stop in Burlington Blvd. Near Shari's Burlington, WA to Salish Wealth Management
Bus Stop in Burlington Blvd. north of bridge Burlington, WA to Salish Wealth Management
Bus Stop in Burlington Public Library Burlington, WA to Salish Wealth Management
Bus Stop in Burlington Boulevard and Haggen Drive Burlington, WA to Salish Wealth Management
Bus Stop in Skagit Street & Victoria Avenue Burlington, WA to Salish Wealth Management
Driving Directions in Burlington, WA to Salish Wealth Management
Driving Directions from Edward Jones - Financial Advisor: Suzanne Radenkovic to Salish Wealth Management
Driving Directions from Choice Plus LLC to Salish Wealth Management
Driving Directions from Doussard Financial to Salish Wealth Management
Driving Directions from D.A. Davidson & Co. to Salish Wealth Management
Driving Directions from Edward Jones - Financial Advisor: Luke S Mize to Salish Wealth Management
Driving Directions from Edward Jones - Financial Advisor: Micah N Kelley to Salish Wealth Management
Driving Directions from Flexure to Salish Wealth Management
Driving Directions from Edward Jones - Financial Advisor: Rachel M Wangen-Hoch to Salish Wealth Management
Driving Directions from Clarity Tax Management to Salish Wealth Management
Driving Directions from Roger Elton - COUNTRY Financial representative to Salish Wealth Management
Driving Directions from Financial Services Group to Salish Wealth Management
Driving Directions from Toomey & Toomey CPAs PLLC to Salish Wealth Management
Reviews for Salish Wealth Management Burlington, 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!
