Moulton Wealth Management, Inc. is a comprehensive financial services firm based in Spokane Valley, WA, specializing in retirement planning, investment management, and tax consulting. With over 30 years of experience, the firm stands out for its commitment to integrity, personalized client relationships, and a team of Certified Financial Planner™ professionals dedicated to making clients’ money last as long as they do.
The firm employs a customized, client-focused approach guided by core principles such as principal protection, disciplined risk management, and tax-efficient strategies. Their “Invest and Protect” strategy aims for unlimited upside with tolerable downside, prioritizing long-term security over speculative gains. They serve individuals and families seeking retirement planning, wealth preservation, and comprehensive financial guidance, emphasizing education and transparency through their weekly radio show and newsletters.
Services Offered
- Financial Planning
- Portfolio Management
- Income Tax Review
- Tax Deferred Account Analysis
- Asset Allocation
- Insurance Services
- Long Term Care Insurance Analysis & Planning
- Financial Consulting
- Retirement Planning
- Risk Analysis
- Tax Consulting
- Legal Services (through affiliated professionals)
Moulton Wealth Management serves clients in the Spokane area and beyond, with services accessible via radio broadcasts and online resources. Both principal advisors are Certified Financial Planner™ professionals, ensuring adherence to rigorous ethical and educational standards in all client engagements.
