WASHINGTON FEE-ONLY FIDUCIARIES
FINANCIAL PLANNING & WEALTH MANAGEMENT
SPECIALIZING IN ACCUMULATING, GROWING AND PRESERVING WEALTH
wealth management:
For You, Your Family and Your Future
As a registered investment advisor (RIA), Selkirk Wealth Advisors works on a fee-only basis with individuals, families, trusts and foundations. We understand the complexity that often comes with accumulated wealth. We are exclusively focused on simplifying these complex topics to craft a solution that will reflect your wishes.
Our comprehensive financial plans and investment portfolios are custom designed around the goals that matter most to you. We understand the nuances and complexities of managing wealth and have been guiding generations of clients in making informed financial decisions.
Selkirk Wealth Advisors is a fee-only wealth management and financial planning firm located in Downtown Spokane, WA.
Is Selkirk the right fit for you?
Where are you on life's journey?
Funding a child’s education is expensive. Whether you are looking to save for your own children or want to help your grandkids, do you know and understand all of your options?
- 529 Plans
- Uniform Transfer to Minors Act (UTMA) accounts
- Coverdell Education Savings accounts
Our financial advisors can help you use the power of time and tax-burden shifting to help fund your child’s education. It’s never too late to start saving for the future!
Can you afford to retire? Many investors wonder if they have saved enough to help fund a secure retirement or whether their assets will cover their expenses when a health event occurs. A successful retirement strategy requires proper planning and constant attention to make sure you stay on track to achieve your goals.
Taking care of your family and yourself the way you want, either through lifetime gifting or distribution of assets upon death, is better discussed in advance while you are still in favorable health and mind. There can be many complications to an estate, business and legacy if the proper arrangements are not in place. An estate plan will assist you in:
- Preserving assets in the event of your incapacity during life
- Directing distributions of your assets
- Protecting the value of the estate from the costs associated with taxes, professional fees and court costs for the benefit of your heirs
- Fulfilling charitable objectives
Have you recently lost your job? Are you going through a divorce or have you lost a spouse? When life as you know it suddenly changes it can be difficult, confusing and scary. With the help of a trained advisor, you can navigate these kinds of challenges with better peace of mind.