In a previous article, we explained “what we do and how we can help” here at Salish Wealth Management. At our very core, we walk alongside our clients’ financial lives to work toward making their goals become a reality. This is rewarding work for us, and we truly want to help as many people as possible.
When it comes to managing one’s wealth, there comes a certain point where it can get overwhelming to handle without a trusted advisor by your side. To go a step further, if not carefully and comprehensively considered, certain financial decisions have the potential to be a detriment to your family’s estate.
How We Help
If while reading this article you are thinking of someone that you know who is either (1) overwhelmed by managing their wealth or (2) has some upcoming major financial decisions to make, we hope that you would also think of us.
For the overwhelmed, our job is to help take the burden off of them by understanding their financial situation, creating a financial plan based on their goals, and working together to implement their plan. For anyone that has a major financial decision to make in the future, our value comes from dissecting that decision to show our clients exactly what to expect, no matter which way they go. At the end of the day, we provide unbiased advice to our clients to help them make the most informed decision possible that will ultimately lead them toward achieving their financial goals.
Who Needs Our Help?
Because our services include wealth and portfolio management, retirement planning, estate planning, alternative investments, tax planning, and college planning, we are more than capable of working with any individual or family that is in need of advice on such topics. Also, because we have expertise in working with individuals who may live or work in both the U.S. and Canada, our financial planning and investment management solutions are ideal for this U.S./Canada cross-border niche.
We work with clients of all ages and stages of life, and that is what makes our jobs so rewarding. As an example, when we work with a client before they retire, our role is to steer them in the right direction financially, so that when retirement starts, the client is excited, prepared, and ready to enter their next chapter. When in retirement, that same client relies on us for help, but instead of focusing on growing their wealth, our focus is on preserving their wealth, checking off retirement goals, making sure expenses are within their plan, etc. No matter which stage in life, we work alongside our clients to make sure that their path toward financial success (defined by them) is as smooth as possible.
How To Connect With Us
Again, if this article has made you think of anyone that you know, we hope you will share it with them. Or maybe you read this article and you’ve realized that it is you that could use our help. Because our goal at Salish Wealth Management is to help as many individuals and families as we possibly can when it comes to achieving financial success, we’d love the opportunity to connect. We are accepting new clients and always welcome referrals. Please reach out to me today at (360) 671-5900 or email@example.com for a free 30-minute portfolio review.
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.