We're a North Carolina-based wealth management firm that provides comprehensive financial planning, investment management and trust services. Our home office is based in Greensboro, NC with an additional office in the Boston area. We believe your financial success depends on having clarity of what you want to accomplish.
As a result, our wealth management advisors work closely with you to construct a customized financial plan that addresses your personal objectives and goals. This plan becomes your road map for the optimal investment solutions, all handled in-house in a collaborative, agile and responsive manner on your behalf.
As a result, our wealth management advisors work closely with you to construct a customized financial plan that addresses your personal objectives and goals. This plan becomes your road map for the optimal investment solutions, all handled in-house in a collaborative, agile and responsive manner on your behalf.
Services
Our financial and investment advisors bring you comprehensive wealth management services, complemented by a uniquely personalized client experience. Gregory's drive and commitment to detail has served him well as the founder of Smith Salley and current CEO. Allen joined Smith, Salley & Associates in January of 2017 and works as an associate financial planner.
Our investment management strategies are planned and navigated by a deep bench of professionals with an average experience of over 20 years. All investment solutions are managed in-house and decisions are made by committee to ensure we consistently apply our disciplined process. Each investment strategy generally consists of 35-45 individual, high-quality stocks.
We take a practical, goal-based approach to financial planning. We know in a complex world it's impossible to accurately predict every variable, yet, at the same time, a "goal without a plan is just a wish." Our comprehensive and customized financial plans serve as road maps to making important decisions, such as selecting the optimal asset allocation and maximizing tax efficiency.
Smith, Salley & Associates offers multiple solutions for your trust needs. We provide trust solutions for clients who want the peace of mind that their estate will be protected and distributed according to their wishes. We work with clients who have financial, family or business needs that require the services of a corporate trustee.
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