Burlwood Wealth

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Spokane, WA
Burlwood Wealth

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Burlwood Wealth, Financial Consultant, 601 West Main Avenue, Suite 812/813, Spokane, WA.

11/04/2026

📈🤖 As AI capital spending grows, so does the conversation around financing it. That could have consequences for corporate bonds, Treasury yields, and credit markets. Read the latest insights in the Weekly Market Commentary: https://www.burlwoodwealth.com/market-commentary

11/02/2026

A lasting family legacy starts with a shared vision and a plan for the next generation. Our latest article explores how communication, education, and coordinated planning can support wealth across generations. Read more: https://www.burlwoodwealth.com/blog/beyond-wealth-transfer-how-families-can-build-a-financial-legacy-that-last

10/30/2026

Long-term care planning isn’t simply about having enough assets—it’s about giving those assets distinct roles. Considering dedicated, accessible, and long-term growth assets together can help create financial flexibility while keeping your broader wealth strategy in focus. Explore the three-bucket approach with our team.

10/28/2026

📈 With earnings season underway, investors have plenty of information to digest. LPL Research narrows the focus to three key areas worth watching.
Discover the three keys in the latest Weekly Market Commentary: https://www.burlwoodwealth.com/market-commentary

10/26/2026

Long-term care insurance can serve a purpose beyond covering future care expenses. From helping preserve assets and estate goals to expanding care choices, explore 10 ways LTC insurance may complement a comprehensive wealth strategy.

https://www.burlwoodwealth.com/blog/ten-ways-long-term-care-insurance-can-benefit-the-wealthy

10/23/2026

Self-funding long-term care may seem straightforward, but it’s not the only approach worth considering. Understanding the trade-offs among self-funding, traditional coverage, and hybrid strategies can help you make a more intentional choice for your wealth and your family. Connect with our team to explore your options.

10/21/2026

Will AI agents become the ultimate comparison shoppers? Discover how advances in AI could impact subscriptions, travel bookings, insurance renewals, and more.

Read the Weekly Market Commentary: https://www.burlwoodwealth.com/market-commentary

10/19/2026

Greater wealth can create more options for long-term care—but also more complex planning decisions. Explore how insurance, trusts, and private-pay strategies may help address future care needs while supporting broader wealth and legacy goals.

https://www.burlwoodwealth.com/blog/planning-for-long-term-care-at-higher-income-levels

10/16/2026

Happy Boss’s Day, Matt! You are truly our fearless leader. So grateful to work with someone who leads with knowledge, integrity, and a genuine commitment to helping others succeed. In the financial world, it takes so much more than just knowing the numbers to make a difference. It takes trust, dedication and the ability to help others feel confident about their future. Thank you for your leadership, guidance, and all you do for Burlwood Wealth! You are truly the world best boss even if you are a Broncos fan!

- Kate & Kayla

10/16/2026

Being able to afford long-term care is one thing. Having a strategy for how care will be funded, coordinated, and integrated with your broader wealth plan is another. Explore why proactive planning matters.

Address

601 West Main Avenue, Suite 812/813
Spokane, WA
99201

Telephone

+15093563680

Website

http://www.burlwoodwealth.com/

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