Salish 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 specialize in asset allocation designed to match your comprehensive retirement plan.
Comprehensive Retirement Planning
A comprehensive retirement plan includes all aspects of your financial situation.
We offer a variety of alternative investments that allow further diversification based on your risk preferences.
Schedule a Free Retirement Plan Review
Sit down with us for a cup of coffee and free review.
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.
Salish Wealth Management
3101 Newmarket Street
Bellingham, WA 98226