About Our Wealth Management Firm
Different from Other Wealth Management Firms
What sets Smith, Salley & Associates (SS&A) from other wealth management firms in North Carolina, South Carolina, Virginia and 27 other states across the US? We offer easy-to-understand, customized solutions to complex problems through meaningful relationships. It’s been our mission from the start. Gregory Smith, our CEO/President, said it best:
“Mackay (Salley) and I started this business because so many in our industry have failed to put client’s needs in front of their own. Too many advisors push products that clients do not need or understand. Some wealth advisors prefer to impress with financial jargon, overly complex strategies, or frequent, often costly, tactical maneuvers. We wanted to be different.”
Advice that’s as Unique as You Are
Based in Greensboro, North Carolina, and serving clients in Greensboro, Winston Salem, High Point, and across North Carolina, South Carolina, Virginia and the US, our wealth management experts help clients attain what they want most from their money: obtaining an independent retirement, educating the next generation, caring for aging parents, and creating legacies that last.
We help achieve financial success by spending the necessary time to understand your thoughts and concerns about your money, future and family. Clients stay loyal to our wealth management firm because our entire team practices open communication, transparency of information, and unwavering commitment.
The Smith, Salley & Associates Difference
Clients rely on our advice and entrust us with the assets because they:
- Value a relationship with their financial advisor.
- Appreciate the resources a large firm managing over $2 Billion has to offer.
- Expect the pro-active and customized service that can only be experienced with a low client to advisor ratio
- Benefit from coordination of accountants and estate attorneys, ensuring all facets of a financial plan align.
- Trust the independence of a 100% employee-owned firm.
- Enjoy the transparency of individual securities and direct access to the manager of their portfolio.
Our founders, Gregory Smith and Mackay Salley began working together in 1997 co-managing Franklin Street Trust Small Cap Fund. In 2003, Gregory and Mackay left to form Smith, Salley & Associates.
Similarly, Jim Agnew and Andrew Davis joined Smith Salley & Associates in 2006 after having worked together for the previous nine years at CCB. After the acquisition of CCB by SunTrust, Jim and Andrew sought an opportunity to join an independent wealth management firm where they could continue to provide the high-level service their clients had come to expect.
These two teams’ collective experience and continuity in portfolio management formed the foundation for Smith, Salley & Associates, which has come to be recognized among the best wealth management firms serving North Carolina, South Carolina Virginia and 27 other states.