Salish Wealth Management

  • Investment Bank/Securities Brokerage
  • Bellingham WA
  • 4 employees
  • Investment Management
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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
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Financials & Stats

Revenue

$3B

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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.

Salish Wealth Management Industry Tags

Investment Management
Financial Planning
Retirement Planning
Insurance Planning
Estate Planning
Generational Wealth Tranfers
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FAQ

What is the location of Salish Wealth Management's headquarters?
The headquarters of Salish Wealth Management are situated at 3101 Newmarket Street, Suite 101, Bellingham WA
What is Salish Wealth Management's phone number?
Salish Wealth Management's contact number is (360) 756-3504.
What is Salish Wealth Management's official website?
The official website of Salish Wealth Management can be found at salishwm.com.
What is Salish Wealth Management's current revenue?
As of February 2019, Salish Wealth Management's annual revenue reached $3B.
How many employees does Salish Wealth Management currently have?
Salish Wealth Management employs approximately 4+ people as of February 2019
Which industries is Salish Wealth Management primarily operating in?
Salish Wealth Management operates in the following industries: Investment Management
What are Salish Wealth Management's industry tags?
Salish Wealth Management's industry tags include: Investment Management, Financial Planning, Retirement Planning
When was Salish Wealth Management founded?
Salish Wealth Management was founded in 2016.

Employee Directory

Key Employees

Joy Hobus

Client Services Representative

Phone Email

Ted Newman

Financial Advisor, Vice President

Phone Email