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For individuals & institutions

Wealth management— simplified.

We are in this business because many advisors in our industry have failed to put their client’s needs in front of their own. People have lost trust in financial advisors because they push products clients don’t need. They try to impress clients with financial jargon and overly complex strategies, rather than develop a successful advisor/client relationship.

At Smith, Salley & Associates, we believe in offering easy to understand, customized solutions that help our clients achieve the things they want most from their money: obtaining a stable retirement, protecting their hard earned dollars through uncertain times, educating the next generation, caring for aging parents, and creating legacies that last.

Successful client relationships are built on trust, teamwork and discipline. Interested? Find out how SS&A can help you »

Disciplined Investment Approach

At SS&A we believe that when it comes to choosing an investment advisor, our clients want a firm that can deliver more than “off-the-shelf” investment advice. Our experience has taught us ...

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Comprehensive Financial Planning

We understand that worrying about the future steals from the present. However dealing with the future can be a daunting and intimidating experience. This is why we have developed ...

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