Personalized fiduciary stewardship for high-net-worth families, business owners, and multi-generational legacies across the Inland Northwest.
“Selkirk Wealth Advisors is a fee-only wealth management and financial planning firm in Downtown Spokane. We watch over every aspect of your financial life, so you can spend time doing what you love instead of worrying about your money.”
Eric Stutzman, CFP®, AEP® — Founder & Wealth Advisor
Our comprehensive financial plans and investment portfolios are custom designed around the goals that matter most to you.
Focused on portfolio diversification with active management. We construct portfolios aligned with your individual financial fingerprint, ensuring investments match your long-term plan.
Explore Investment Management →Holistic planning with Certified Financial Planners™ (CFP®). We assess retirement capital sufficiency, cash flow, debt analysis, and customized milestone tracking.
Explore Financial Planning →Income tax reduction strategies, charitable giving, and estate plan coordination to protect your family's assets and smoothly transfer wealth to future generations.
Explore Tax & Estate Strategy →We begin by listening—understanding your family dynamics, business interests, values, tax posture, and long-term vision before recommending a single strategy.
We author a customized Investment Policy Statement (IPS) and comprehensive financial roadmap tailored to your cash-flow needs, risk capacity, and legacy goals.
As your life and markets evolve, we proactively rebalance portfolios, harvest tax losses, and coordinate directly with your CPA and estate attorney.
Whether you are preparing for retirement or navigating sudden life changes, we guide generations of clients with clarity.
True wealth is measured in the time you spend with the people you love and the security you provide for future generations. We build enduring relationships with your entire family so you can live intentionally today while preparing thoughtfully for tomorrow.
Many investors wonder if they have saved enough to fund a secure retirement or whether their assets will cover unexpected healthcare expenses. A successful retirement strategy requires proper planning and constant attention to keep you on track.
Explore Retirement Capital Planning →Taking care of your family and yourself the way you want—through lifetime gifting or wealth distribution upon death—is best structured in advance. We help preserve assets, protect against unnecessary taxes, and fulfill charitable objectives.
Explore Multi-Generational Wealth →Preparing for a business exit, equity transition, or major liquidity event requires multi-year coordination. We work alongside your CPA and corporate counsel to structure tax-efficient transitions and turn enterprise value into enduring family capital.
Explore Tax & Succession Strategy →Whether you are navigating the loss of a spouse, a family transition, or a sudden inheritance, major turning points call for steady, unhurried guidance. We help you organize immediate priorities, protect cash flow, and move forward with clarity.
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