Smith Salley & Associates is a fee-based wealth management firm providing comprehensive financial planning and investment management services. Our planning and investment management teams consistently collaborate on our clients’ needs to ensure we are meeting their goals. We start by crafting a customized, goal based financial plan that will serve as the road map for our in-house investment management.
These services are provided under one roof, allowing our advisors to be collaborative, agile, and responsive to your needs.
We firmly believe that before making any recommendations it is crucial to take the time to get to know you and fully understand your goals and concerns. At the same time, it is equally important for you to get to know us and the value we bring to you and your family. By making this investment of time, we are able to develop meaningful partnerships with those who entrust their financial future with us.
We take great care in serving the specific and unique needs of our clients and have the depth and experience to meet those requirements. Click here to learn why clients have chosen Smith Salley and Associates.