Wealth Services
Your Money, Working for You
Smith, Salley & Associates is a wealth management firm based in North Carolina. We provide comprehensive financial planning, investment strategies, and trust services tailored to our clients personal needs. Our thoughtful and disciplined team will work with you to develop a customized plan for your future.
Financial Planning
With Retirement Planning, Asset Allocation / Asset Location and Social Security Strategies, we tailor a plan to fit our clients needs and goals.
Investment Strategies
Our team works with you to build a long-term plan with Equity Strategies and Fixed Income Strategies that take into consideration our clients financial risks and needs.
Trust Services
We offer multiple trust, estate, and custodial services to fit your portfolio so you can feel confident in the protection and distribution of your estate.