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Steven C
Series 63, Series 65
Coeur D'Alene, ID
Salmon Bay Wealth Management, LLC
Steven Cole is a financial advisor at Salmon Bay Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moss Adams Securities & Insurance LLC and Moss Adams Wealth Advisors LLC since 2008. He has led Salmon Bay Wealth Management since 2014. Salmon Bay Wealth Management is an independent, single-advisor firm serving a limited number of individual and legal entity clients, including emerging high-net-worth individuals, young professionals, business owners, and retirees. The firm offers financial planning, consulting, and discretionary asset management using fundamental and macro analysis across various instruments, including stocks, bonds, mutual funds, ETFs, REITs, and options, and employs strategies such as covered-call writing and margin transactions for suitable clients.
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