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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.

Smith Salley team during a financial planning meeting

Financial Planning

With Retirement Planning, Asset Allocation / Asset Location and Social Security Strategies, we tailor a plan to fit our clients needs and goals.

Smith Salley financial planners discussing investment strategies

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.

Couple getting advice from Smith Salley Wealth Advisors about trust services

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.

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We are ready to help you today.