Money makes the world go round, but unfortunately, the world of finance can be unbelievably overwhelming. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. At Salish Wealth Management, we want to give you the confidence you need to build the security and legacy you desire for your family.
Who We Are
Salish Wealth Management is a full-service financial firm that is committed to partnering with clients as they pursue their financial goals. We work with you to identify your goals, create a customized plan, and walk alongside 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 road map they can use as a guide. With your goals and your road map 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.
What We Do
With our client-first philosophy, we are dedicated to providing you with customer service that is second to none. Our areas of specialty include wealth and portfolio management, retirement planning, and estate planning. We also offer retirement strategies, alternative investments, tax planning, and college savings plans. In addition to our full suite of services, our location near the Canadian borders puts us in the ideal position to provide cross-border investment management for those who may live or work in both the U.S. and Canada.
Who We Serve
Though they vary in age and profession, our clients have a few things in common. First and foremost, they seek unbiased financial information from an experienced professional. Second, they are committed to cultivating long-term savings habits and prudent investment strategies.
We believe our clients choose to work with us for a few reasons. They value the comprehensive services and the high-quality customer service we provide, and they appreciate how approachable we are. They recognize that we put their interests first and do everything in our power to pave the way for their financial success.
Our Goal for You
More than anything, the greatest benefit we want to offer you is the assurance that, with wise decisions and time-tested processes, you can make your goals a reality. If you are ready to stop worrying about your money and work with someone who will help you with every aspect of your financial life, reach out to me today at (360) 671-5900 or firstname.lastname@example.org for a free 30-minute portfolio review. We’d love to become your trusted advisor for your total financial picture.
About Scott CFP®
Scott Hume is the founder of Salish Wealth Management and a CERTIFIED FINANCIAL PLANNER™ with more than two decades of experience. Prior to forming his firm, he managed two local financial firms. Today, he works with affluent individuals, families, and local businesses to help them plan and execute their financial goals, providing comprehensive financial planning and cross-border investment management. In his free time, Scott likes to spend time with his wife, Darlene, and children, Claire, Curtis, and Corbin, on their hobby farm raising lambs, chickens, and pigs or visiting his grown daughter, Chelsey, in Eastern Washington. He is an active member of The Rotary Club of Bellingham, Bellingham Chamber of Commerce, and The Estate Planning Council. In addition, he is very involved in the local aviation community and is an active member with Cornwall Church, volunteering his time to financial counseling and serving on mission trips in South America. Learn more about Scott by connecting with him on LinkedIn.