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 is a team-based advisory firm that provides comprehensive wealth management, financial planning, and portfolio management to individuals, high‑net‑worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion on a discretionary basis and serves roughly 1,000 client relationships through a team of 17 advisors. The firm follows a bottom‑up, fundamental investment approach that emphasizes individual equity selection and fixed‑income analysis while using asset allocation and diversification to shape portfolios; it also employs ETFs, REITs, and alternative or private funds for qualified clients. Portfolios are typically managed on a discretionary basis, and the firm may use separate account managers, options trading, and tax‑advantaged long/short strategies in particular situations such as concentrated positions or tax management. Several operational and business features distinguish Smith Salley from many peers: it explicitly lists banks among its client types, operates as a licensed insurance producer with disclosed commission‑sharing referrals, and serves as a Trust Representative Office for National Advisors Trust Company under a bifurcated trust model. The brochure also discloses participation in custodial referral programs (including Fidelity WAS and Schwab) and in‑house tax preparation by Enrolled Agents, all of which the firm identifies as potential conflicts of interest and addresses through disclosure and policies.

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.