Founded in 2002 by Kay Salley and Greg Smith, Smith Salley Wealth Management operates as an independent, fee-only wealth management firm. Their mission is to provide financial planning and investment management with integrity and transparency to help clients achieve their financial goals. As a Registered Investment Advisor (RIA), they are fiduciaries, legally obligated to act in their clients' best interests. The firm specializes in comprehensive financial planning, investment management, retirement planning, and other wealth advisory services for individuals and families.

Founded in

United States