From Salish Wealth Management
Salish Wealth Management is a full-service financial firm in Bellingham, WA. Salish Wealth Management is committed to assisting clients as they pursue their financial goals. We will work with you to help identify your goals, create a customized portfolio management strategy and walk alongside of you as those goals are accomplished. Combining disciplined investment strategies with a high-touch, customized approach, we build financial plans that help our clients pursue their goals. Financial Planner Bellingham, WA Financial Consultant Bellingham, WA Investment Service Bellingham, WA Stockbroker Bellingham, WA Alternative Investments Bellingham, WA Accredited Investors Bellingham, WA
Google: 3.7/5
Absolutely the best! I've been with Scott for several years and have found him to be extremely honest and trustworthy. His focus is his clients always putting them first. His investment strategy protects your money.
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.
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.