Skyline Advisors serves as a Financial Coach to our clients, providing investment analysis and management as well as financial planning services. We are a financial steward of our client’s investment portfolios and we believe that careful planning and ongoing education are the keys to financial well-being. Skyline Advisors was built on the Fiduciary standard of care whereby our services, compensation and relationships are built around our duty to you with undivided loyalty and utmost good faith. We cultivate client relationships, not sales transactions.
Skyline Advisors is personal and professional, aligned with your values, accessible and approachable, and works diligently on behalf of your life goals.
Working with you
We provide wealth management services to individuals, families and trusts with personal service and expert advice. We are happy to travel to your home to accommodate your needs. We can often be found locally around Whatcom County or on the road to Anacortes, Mount Vernon, to the San Juan Islands or even in the Seattle metro area to meet with clients.
Our clients hire us to help their investment portfolio, to do financial planning, behavioral coaching, to provide a trusted advisor when unexpected life events occur, to do the legwork behind the scenes to service your financial accounts and to provide holistic advice regarding a wide variety of financial topics.
We work with your Professionals including your tax preparer, your attorney, your insurance specialist, your loan officer and anyone else needed to service our relationship with you. If you need a referral to someone who can help you, please contact us.
We are Independently Owned and Operated and partner with industry leading providers to serve you. We partner with technology, security, compliance, accounting and other specialized service providers to maintain our business and your accounts. Your privacy and security are very important to us.
Skyline Advisors recommends Charles Schwab & Co., Inc. to maintain custody of your assets.
Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc.
The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants.
The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are signed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab.
Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at www.aboutschwab.com.