Moulton Wealth Management, Inc.

Moulton Wealth Management, Inc. is a wealth management firm in Spokane Valley, WA. The firm provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Serving pre-retirees and retirees, the team offers specialized services including tax review and analysis, asset allocation, and life insurance analysis. The firm maintains a 5.00 rating.

The firm operates as a fiduciary, meaning they are legally obligated to act in the best interests of their clients. The advisory team includes Rial R. Moulton, an attorney, CPA/PFS, and RFC, and Donald Moulton, a CFP® and RFC. Both professionals are Certified Financial Planner™ professionals who have met rigorous requirements for education, ethics, experience, and testing. Their structured approach focuses on long-term relationships through services such as tactical risk management, tax-deferred account analysis, and strategic financial planning designed to align portfolios with long-term lifestyle expectations.

Located on North Evergreen Road, the office is a short drive from Summit School and the Pulse Heart Institute.

Moulton Wealth Management, Inc. is known for its commitment to integrity, honesty, and excellence in client service. The firm stands among the strongest in its category, providing objective guidance and professional expertise to help clients navigate their financial futures.

The firm provides structured, logic-driven financial guidance to help clients achieve clarity in retirement within Spokane Valley.