Smith Salley & Associates

Our Vision

At Smith Salley Wealth Management, we believe in empowering individuals to achieve financial clarity and security through personalized wealth management services. We are passionate about working with clients to develop customized plans that align with their unique goals and aspirations.

What sets us apart?

Our team of experienced professionals operates with transparency and accountability, offering unparalleled accessibility and responsiveness to our clients. We prioritize open communication and clear explanations, ensuring you always understand every step of the process.

1. Personalized Wealth Planning

We take a holistic approach to financial planning, considering your financial goals, risk tolerance, and aspirations to create a custom roadmap for success. Our tailored plans include:

• Retirement planning and analysis
• Asset allocation and location strategies
• Social security optimization strategies

2. Investment Strategies

We build diversified portfolios that align with your individual goals and risk tolerance. Our strategies include:

• Equity strategies
• Fixed income strategies

3. Trust Services

We provide comprehensive trust services to ensure the efficient management and distribution of your assets, including:

• Trust establishment and administration
• Estate planning and preservation
• Custodial services

Our Team

Our team of experienced professionals has a proven track record in financial planning, investment management, and trust services. We are committed to continuous learning and maintaining the highest ethical standards.

Working with Smith Salley

When you partner with Smith Salley, you can expect:

• Personalized attention and guidance
• Clear and concise communication
• Customized financial plans tailored to your needs
• Access to experienced professionals
• Comprehensive reporting and tracking