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Salish Wealth Management

Financial Planner in Bellingham, WA

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Our Services

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 include:

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

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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) 671-5900
Fax: (360) 671-3544

Copyright © 2023 · Salish Wealth Management

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  • Home
  • Who We Are
    • Team
  • What We Do
    • Blog
  • Client Login
  • Contact Us