Salish Wealth Management
www.salishwm.comSalish Wealth Management is a full-service financial firm that is committed to assisting clients as they pursue their financial goals. We will work with you to help identify your goals, create a customized plan and walk alongside of you as those goals are accomplished. 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 We are committed to a client-first philosophy and are dedicated to providing you with customer service that is second to none. __________________ 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.
Read moreSalish Wealth Management is a full-service financial firm that is committed to assisting clients as they pursue their financial goals. We will work with you to help identify your goals, create a customized plan and walk alongside of you as those goals are accomplished. 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 We are committed to a client-first philosophy and are dedicated to providing you with customer service that is second to none. __________________ 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.
Read moreCountry
State
Washington
City (Headquarters)
Bellingham
Employees
1-10
Founded
2016
Social
Employees statistics
View all employeesPotential Decision Makers
Financial Advisor , Vice President
Email ****** @****.comPhone (***) ****-****Financial Advisor , Owner
Email ****** @****.comPhone (***) ****-****Client Services Representative
Email ****** @****.comPhone (***) ****-****Client Services Associate
Email ****** @****.comPhone (***) ****-****
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