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Salish Wealth Management

Financial Planner in Bellingham, WA

  • 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

Service Areas

Financial Planner located in Bellingham, WA, Salish Wealth Management is a full-service financial firm. Salish Wealth Management is committed to assisting clients as they pursue their financial goals. We will work with you to help identify your goals, create a customized portfolio management strategy and walk alongside of you as those goals are accomplished. Combining disciplined investment strategies with a high-touch, customized approach, we build financial plans that help our clients pursue their goals.

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

We also service the following areas: Bellingham, Lynden, Ferndale, Blaine, Birch Bay, Anacortes, Mount Vernon, Burlington, & Friday Harbor

Our services include:

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

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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

Salish_Weath_Management_Bellingham_Financial_Planner_salish_logoLogo Header Menu
  • 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