Straightforward and Trusted Wealth Management
Founded in 2003, Smith Salley is one of the largest owner-operated wealth management firms in North Carolina. Based in Greensboro, NC we pride ourselves on offering exceptional client service with transparency and candid communication. When you are a client at Smith Salley you are part of our team, and we keep you involved and informed at every step. As a fee-only wealth management firm, our tailored advice fits your needs by building a personalized portfolio just for you.
Personalized Investments, Big-Picture Approach
Smith Salley offers customized, comprehensive financial advising and wealth management with a thoughtfully assembled, experienced staff.
At Smith Salley, you can expect:
- One-on-one attention. We are easily accessible and available for you.
- More in-house services so you pay fewer fees.
- Easy-to-understand communication and reporting to keep you fully informed.
- Completely customized portfolios designed to address your needs and goals.
Uncomplicated Financial Planning Services
When you’re ready to take the next step, Smith Salley specializes in helping clients transition from managing their own investments to having an experienced team help them make sound decisions. We make it easy for you by setting goals and being consistent, so you can always count on us as we guide you through the process.
We know there are challenges in life and in the market, and we are there for you every step of the way. You can rest assured we are always looking after your best interest.
Learn more about wealth management, financial advising and how Smith Salley can manage your investments.