Smith Salley Wealth Management
Financial Service
Why pick this one
Smith Salley provides retirement planning, investment management, and trust services from its North Carolina-based firm serving more than 1,100 families.
Best for
- comprehensive retirement planning
- customized investment management
- clients seeking trust services
- families managing substantial wealth
Specialties
- comprehensive financial planning
- retirement financial planning
- investment management
- trust services
What makes them different
- North Carolina-based wealth management firm
- Owner-operated firm described as one of the largest in North Carolina
- Serves more than 1,100 families
- Reports $2.89 billion in assets under management
- Has 20 employees and 23 years in business
- Years in business
- 23
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 324 W Wendover Ave Ste 301, Greensboro, NC 27408-8440
- Phone
- 13363797556
- Website
- http://www.smith-salley.com
- info@smith-salley.com
Services
- financial planning
- investment management
- trust services
- wealth management