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Salish Wealth Management

Financial Planner in Bellingham, WA

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Who We Are

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.

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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