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 your personal needs. Our thoughtful and disciplined team will work with you to develop a customized plan for your future.
With Retirement Planning, Asset Allocation / Asset Location and Social Security Strategies, we tailor a plan to fit your needs and goals.
Our team works with you to build a long-term plan with Equity Strategies and Fixed Income Strategies that take into consideration your financial risks and needs.
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.