About the Firm

We feel that we add the most value to our clients when we focus our time on our core competencies; security selection, portfolio management and overall planning. The fact that we manage our client's portfolios in-house, using a selection of individual equities, fixed income securities, exchange traded funds and select mutual funds, is a primary differentiating factor of Smith, Salley & Associates (SS&A). Our team brings an abundance of experience and education in all fields of the investment and financial planning industry to the process of wealth management. SS&A has the tools to build and implement a plan for nearly all client situations we encounter.

We leverage the expertise of our investment professionals by keeping them focused on the core competencies of SS&A. For applications outside of our immediate expertise but required by clients in the planning and management process we utilize a network of trusted outside professionals. We have identified professionals in relevant areas that we feel are highly competent and can provide top quality advice and service in their particular field.  We work closely with these individuals to ensure that our planning and management processes are complimentary in light of the client's overall objectives. Through these relationships we have access to many other services including, but not limited to: Foundation Services, Trust Administration, Annuity and Insurance Sales, Lending, Estate and Wealth Transfer Planning and Accounting. None of these outside relationships are exclusive or binding in any way.