Customized, Comprehensive Financial Planning
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.
Your Money,
Working for You
From personal, transparent advice to in-depth
strategies, we deliver customized financial
plans. You can rest easy knowing your assets
are working as hard for you as we are.
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.
Smith Salley by the Numbers
- Firm information is as of 12/31/2022 and subject to change, number of employees is as of 07/31/2023.
780+
families served
2.7B
assets under management
19
years in business
18
employees
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.
Meet Our Wealth Management Team
