A complete list of active advisors currently associated with Smith Salley Wealth Management

Warmer can help you find a great advisor at Smith Salley Wealth Management or one who fits your needs even better.

Smith Salley Wealth Management serves individuals, high‑net‑worth clients, corporations, banks, trusts and charitable organizations. The firm offers integrated wealth management that combines comprehensive financial planning and discretionary portfolio management with access to separate account managers, alternative/private fund investments, tax preparation services provided by Enrolled Agents, and introductions for trustee and insurance solutions. The firm follows a bottom‑up, fundamental investment approach focused on individual equities and fixed income while using strategic asset allocation and diversification to match client objectives; accounts are typically managed on a discretionary basis. Smith Salley may employ ETFs, individual stocks and bonds, options strategies and tax‑advantaged long/short approaches as appropriate, and it selects and monitors third‑party managers for certain separately managed accounts and private investments. Compared with many peers, Smith Salley operates a larger multi‑advisor platform (about $2.9 billion in discretionary assets managed by 17 advisors across multiple offices) and explicitly serves bank and trust clients. The brochure also discloses that the firm and some representatives are licensed insurance producers with commission‑sharing referrals, maintain a Trust Representative Office arrangement with National Advisors Trust Company, and participate in institutional referral and custody programs (Fidelity and Schwab), each of which the firm identifies and addresses as potential conflicts of interest.

To learn more about the advisors currently working at Smith Salley Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.