Financial Advisors in Bellingham, WA | Salish Wealth Management

Salish Wealth Management has been serving clients in Bellingham, Whatcom County, and beyond since 2016.

The financial planner does not pay a fee to be considered or placed on the final list. This award is based on customer satisfaction, brand reputation, and service excellence using publicly available Google review data and is analyzed and certified by BusinessRate. The award is not indicative of the financial planner’s future performance.

We specialize in serving individuals and families throughout the various seasons of life

From the working years, during their transition into retirement, and then guiding our clients through retirement. We design tailored financial plans and retirement portfolios to keep our clients on track, so they have the ability to live comfortably and enjoy their retirement years.

Recent Insights

2025 Community Involvement

2025 Community Events: Tuesday Tunes August 2025 Salish Wealth Management had the pleasure of sponsoring a Tuesday Tunes concert to...

Buffett Takes a Bow: 7 Lessons from an Iconic Investor

Moody’s Downgraded U.S. Debt: Does It Matter?

Want To Learn More?

We will treat you to a cup of coffee and a complementary portfolio review.

Call us today 360-671.5900

Investment Management and Retirement Strategies