Business Details
23 Years
experience
Your Trusted Partner for Financial Planning & Investment Strategies in Greensboro, NC
Smith Salley Wealth Management has been dedicated to providing comprehensive financial solutions since 2003. Our firm combines personalized service with transparent communication to help clients navigate wealth management challenges. With a team of experienced professionals, we offer tailored financial planning, investment strategies, and trust services designed to meet individual client needs. Our fee-based approach ensures clients receive unbiased advice focused on long-term financial security. Headquartered in Greensboro, North Carolina, we serve over 1,000 families with $2.34 billion in assets under management.Our commitment to excellence is demonstrated through our team ownership structure, which allows complete control over client service delivery. We specialize in retirement planning, asset allocation, and estate planning while maintaining a client-centric philosophy that prioritizes informed decision-making. Our in-house expertise reduces external fees while maintaining clear communication through easy-to-understand reporting. With 21 years of experience and 20 dedicated professionals, we continue to build on our legacy of trusted financial guidance.
Services
Financial Planning
Investment Strategies
Trust Services
Retirement Planning
Asset Allocation
Social Security Strategies
Tax Planning
Estate Planning
Equity Strategies
Fixed Income Strategies
Details
- Year established: 2003
Highlights and features
- We offer 21 years of experience in personalized wealth management solutions
- Our team includes 8 CFP professionals and 4 CFA charterholders
- We maintain transparent fee structures with reduced external costs
- Our firm ownership model ensures complete control over client service
- We provide comprehensive in-house investment management capabilities
Services
Financial Planning
Our comprehensive financial planning service creates personalized roadmaps for clients' financial futures. We analyze retirement goals, asset allocation needs, and tax implications to develop customized strategies. With experienced CFP professionals guiding the process, we ensure clients receive unbiased advice tailored to their unique circumstances.
Investment Strategies
We design tailored investment portfolios combining equity and fixed income strategies. Our CFA charterholders employ fundamental analysis to build diversified stock portfolios while managing bond allocations for income generation. The approach balances risk management with growth potential through dynamic market adjustments.
Trust Services
Our trustee solutions protect clients' legacies through revocable and irrevocable trusts. We specialize in charitable trusts, special needs planning, and custodial services. The team ensures proper asset distribution while maintaining compliance with complex estate regulations and tax requirements.
Retirement Planning
We develop comprehensive retirement plans considering Social Security optimization and tax-efficient withdrawal strategies. Our approach combines portfolio management with lifestyle planning to ensure financial security throughout retirement years. Regular reviews maintain alignment with evolving client needs.
Tax Planning
Our tax planning service integrates with overall wealth management to minimize liabilities. We focus on strategic asset location and tax-efficient investment vehicles. The approach coordinates with estate planning to optimize intergenerational wealth transfer while maintaining compliance with current regulations.
People
Gregory Smith, Jr.
Chairman, Co-founder
Gregory Smith, Jr. co-founded Smith Salley Wealth Management and serves as Chairman. With decades of financial industry experience, he provides strategic leadership while maintaining a client-focused approach to wealth management.
Scott Batchelor
Chief Executive Officer
Scott Batchelor leads the firm as CEO, bringing CFP expertise and MBA credentials. He focuses on executive leadership while maintaining direct client relationships through personalized financial advisory services.
Andrew Donovan
Financial Advisor
Andrew Donovan offers CFP and MBA expertise to client portfolios. He develops investment strategies while ensuring compliance with regulatory requirements as both advisor and compliance officer.
Brian May
Chief Compliance Officer
Brian May oversees regulatory compliance while providing financial advisory services. His dual role ensures adherence to industry standards while maintaining direct client engagement through personalized wealth management solutions.
Pasquale Errichiello
Financial Advisor
Pasquale Errichiello combines CFP certification with MBA expertise to deliver comprehensive financial planning. He focuses on client education and long-term wealth preservation strategies tailored to individual needs.
Questions
What financial services do you offer?
We provide comprehensive financial planning, investment management, and trust services including retirement planning, asset allocation, tax strategies, and estate planning tailored to individual client needs.
How do you personalize financial plans?
Our CFP professionals conduct detailed assessments of each client's financial situation, goals, and risk tolerance to create customized portfolios and strategic recommendations that evolve with changing life circumstances.
What investment strategies do you use?
We employ diversified equity strategies with ~40 individual stocks and fixed income portfolios using municipal bonds, corporate bonds, and ETFs, dynamically adjusted for market conditions and client objectives.
How are your fees structured?
As a fee-based firm, we charge transparent asset management fees with no hidden costs, leveraging in-house expertise to minimize external service fees while maintaining clear pricing disclosure.
What trust services do you provide?
We offer revocable and irrevocable trusts, charitable trusts, special needs trusts, and custodial services with professional trustee management to ensure proper asset protection and distribution according to client wishes.
How experienced is your team?
Our team includes 8 CFP professionals, 4 CFA charterholders, and experienced compliance officers with over 20 years of collective industry expertise, serving 1,000+ families with $2.34B in assets under management.
