Salish Wealth Management
2122 Barkley Boulevard, Bellingham, Washington 98226
About the Business
Salish Wealth Management is a finance institution located at 2122 Barkley Boulevard, Bellingham, Washington, United States. We prioritize a client-first philosophy and are dedicated to providing exceptional customer service. Come sit down with us for a cup of coffee and a free review of your financial situation. Located in the scenic setting of Bellingham, Washington, we understand the importance of managing wealth in today's economic climate. With the potential for inflation rates to remain high, it is crucial to have a solid financial plan in place. Our team can help you navigate the complexities of increasing wealth and provide solutions to minimize financial and tax risks. Securities are offered through Moloney Securities Co., Inc., and investment advisory services are offered through Moloney Securities Asset Management, LLC. Both are registered entities with FINRA and SIPC. Salish Wealth Management is committed to transparency and encourages clients to check the background of our financial professionals on FINRA's BrokerCheck.
Photos
Hours open
Monday:
06:30 - 16:00
Tuesday:
06:30 - 16:00
Wednesday:
06:30 - 16:00
Thursday:
06:30 - 16:00
Friday:
06:30 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Worked with Ted Newman for 12 years and he has been wonderful to work with. Always keeps us involved and up to date."
"I have worked with Aretha Ryan as my financial advisor for almost 20 years. She has always gone above and beyond to take care of me financially, from regularly updating me on the status of my portfolio or explaining where I stand in a way that is thorough but easy to grasp. I implicitly trust the team at Salish and their model portfolios that they manage in house have really been a blessing through turbulent times in the market. In addition they are AVAILABLE to answer any question any time I call."
"The owner seems like a nice person , but I have to say that he has hired a person by the name of Aretha Ryan who when working for Multop financial put me and several of my co-workers in bad investments that I am still trying to get my money out of after a year working on this problem. The way it's going it could take years to try and recover my money.She claims no responsibility for putting us in these bad investments and has offered no help to get us out of these bad investments. I hope you have better luck with her then we did."
"I have know Scott for many years as a member of the Bellingham Chamber of Commerce. I know that he is a generous member of our community and makes it a point to give back to many non-profits in our community. He is honest, caring and somene whose advice I trust when it comes to financial planning."
"Scott and his team have been great to work with. I appreciate Scott's honest approach as money is a subject that can often generate a wide variety of emotions. Do yourself a favor and have a consultation with these guys!"
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