Accumulating, growing, and preserving your wealth.

Selkirk Wealth Advisors is a fee-only Registered Investment Advisor (RIA) located in Downtown Spokane. We understand the complexity that comes with accumulated wealth, and we are exclusively focused on simplifying these topics to craft custom solutions for your family, your trust, or your future.

Services

Washington Fee-Only Fiduciaries Committed to Your Success

We watch over every aspect of your financial life, so you can spend time doing what you love instead of worrying about your money. Our comprehensive financial plans and investment portfolios are custom-designed around your unique fingerprint.

Wealth Management

Holistic oversight of your complete financial footprint, built for individuals, multi-generational families, trusts, and foundations.

  • Simplifying complex multi-generational wealth scenarios
  • Asset protection and coordination with legal professionals
  • Seamless alignment between lifetime goals and family legacy

Financial Planning

Proactive strategies designed around the goals that matter most to you, adapting smoothly as your circumstances evolve.

  • Comprehensive retirement planning and income streams
  • Forward-looking tax strategy and 401(k) rollovers
  • Education funding custom-tailored for your children or grandkids

Tax Planning

Maintain the financial health and integrity of your business with our comprehensive financial audit services.

  • Thorough examination of financial statements
  • Accuracy and compliance with regulatory standards
  • Valuable insights for informed decision-making

Navigate life’s transitions with clarity and peace of mind.

Whether you are actively preparing for retirement, funding an education, leaving a legacy, or navigating an unexpected life event (such as a career transition, divorce, or the loss of a spouse), we provide the steady guidance you need.

  • Construct a roadmap engineered for your family's distinct values.
  • Navigate complex wealth topics with a dedicated partner.
  • Shift the burden of tax and portfolio analysis off your shoulders.

Bringing order and intentionality to your wealth.

True financial success isn't just a number on a balance sheet—it’s the freedom to focus on what matters most to you. By combining customized investment management with proactive wealth planning, we handle the ongoing complexities of your financial life so you can look to the future with absolute confidence.

Unified

Wealth Coordination

We sync your investments, forward-looking tax strategies, and estate planning into a single, cohesive master roadmap.

Proactive

Transition Planning

Providing steady guidance through critical lifecycles, from active wealth accumulation to multi-generational legacy preservation.

Values

Core Fiduciary Principles That Guide Our Practice

Our relationship with you is built on trust, transparency, and an unwavering commitment to always act in your best interest.

Fiduciary Standard

As an RIA, we are legally bound to put your interests ahead of our own at all times, with no exceptions.

Fee-Only Structure

We sell no financial products and accept no commissions, ensuring our recommendations remain completely objective.

Simplicity

We excel at breaking down complex market and estate regulations into straight-forward, actionable realities.

Get in Touch

Ready to bring clarity to your financial future?

Schedule a brief conversation to explore your goals, ask questions, and discover if Selkirk Wealth Advisors is the ideal fit for you and your family.

Blog

Expert insights for success

What's going on? Maybe we can help.

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