Company Overview
- Headquarters
- 3101 Newmarket Street, Suite 101, Bellingham WA
- Website
- salishwm.com
- Phone
- (360) 756-3504
- Employees
- 4
- Founded in
- 2016
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$3B
Who is Salish Wealth Management
Salish Wealth Management is a financial firm located in Bellingham, Washington, with a team of 5 employees. The company generates approximately $2.5 million in annual revenue. Salish Wealth Management provides a comprehensive range of financial services designed to help clients achieve their financial objectives. Their services include investment management, retirement planning, alternative investments, tax strategies, estate conservation, insurance and annuity products, and college savings plans. They work with clients to identify their financial goals, develop customized plans, and guide them through the implementation process. The firm emphasizes a client-centric approach, prioritizing customer service and personalized attention. They aim to build long-term relationships with clients, acting as trusted advisors throughout their financial journey. To learn more about Salish Wealth Management and their services, visit their website at salishwm.com. Securities are offered through Moloney Securities Co., Inc., a registered broker/dealer and member of FINRA/SIPC. Investment advisory services are provided through Moloney Securities Asset Management, LLC, a registered investment advisor.
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3M | 4 | |||
3M | 9 | |||
3M | 3 | 2016 | ||
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