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Smith Salley Wealth Management

GREENSBORO, United States (US) · Finance and Banking

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#financial planning

#corporate trustee

#wealth management

#fiduciary

#investment management

Smith Salley Wealth Management is a Finance and Banking company based in GREENSBORO, United States (US), founded in 2003, with 10-20 employees. Smith Salley Wealth Management's profile is verified on Enterprise League.

Overview

Smith Salley Wealth Management is a Greensboro, North Carolina-based fee-only wealth management firm dedicated to providing comprehensive financial planning, investment management, and corporate trustee services.

We serve individuals and families seeking personalized guidance to achieve their long-term financial goals. Our approach centers on understanding your unique circumstances and building a tailored strategy to safeguard and grow your wealth.

As a trusted partner, Smith Salley prioritizes transparency, fiduciary responsibility, and ongoing communication, ensuring you remain fully informed and involved in your financial journey. We’ve been helping clients in North Carolina since 2003, managing over $2.89 billion in assets and serving more than 1100 families.
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Contact Details

+1336-379-7556
info@smith-salley.com

GREENSBORO, United States (US), 324 West Wendover Ave

Founded

2003

Company Type

Private Limited Company

Employees

10-20

Categories

Financial Services
Finance

Keywords

#financial planning

#corporate trustee

#wealth management

#fiduciary

#investment management

Awards

• 2026 OpenSee all

Services

Default Product Image
Investment Management
Financial Services

Our experienced investment team constructs and manages diversified portfolios aligned with your risk tolerance and investment objectives. We utilize a disciplined, research-driven approach to maximize returns while managing risk.

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