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
