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Customized, Comprehensive Financial Planning

Greg Smith, Scott Batchelor, and Erin Fowlkes from Smith Salley speaking with a client
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At Smith Salley, we know you have worked hard to build a firm foundation of wealth, and we’re here to make sure it works for you in the next phase of life.

Smith Salley is a North Carolina-based wealth management firm providing comprehensive financial planning, investment management & trust services.

Pasquale Errichiello and Andrew Donovan of Smith Salley Wealth Management reviewing data on computer

Your Money,
Working for You

Local, Experienced Investment Advice

As one of the largest owner-operated wealth management firms in North Carolina, we are committed to providing unparalleled service and accessibility, so you can depend on our team to have the answers.

Allen Ropp and Brian May of Smith Salley Wealth Management

Smith Salley by the Numbers

Firm information is as of 12/31/2023 and subject to change, number of employees is as of 12/31/2023.


families served


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Financial Planning for a Secure Retirement

At Smith Salley, we look at the entire picture of your wealth to ensure it is constantly working for you. As we work with you to realize your goals, our tailored, unbiased advice is personalized to your needs, we aim to give you peace of mind and a custom-built portfolio.

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Meet Our Wealth Management Team