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Insurance

A well-developed financial plan includes securing the financial future of you or your loved ones in the event of the…
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Tax Strategies

Continued communication with your accountant, CPA, or other financial professionals allows us to work together to keep your hard-earned dollars…
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Estate Conservation

We collaborate with your other financial professionals to ensure that your financial plans carry on when you are unable to…
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Alternative Investments

If you are looking to diversify your investment portfolio, an alternative investment may be right for you.  Accredited investors may…
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Small Business Retirement Accounts

Employers know how important retirement savings is to their employees.  Salish Wealth Management is happy to offer employers retirement plan…
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Retirement Accounts

We offer a variety of retirement vehicles for you to save and grow your assets. Whether you are opening your first retirement account, or you have a retirement account from a previous employer you wish to roll over the assets, we can assist you in selecting a tax-advantaged retirement account that is right for you.

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Comprehensive Financial Planning

A comprehensive financial plan gives you both a high-level overview and a deep dive analysis into your overall financial picture….
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Managed Portfolios

Our advisory accounts are a great way to simplify your investment fees and give your advisor the flexibility to adjust…