Walpole, MA 02081
Founded in 2003, Smith, Salley & Associates, LLC (SS&A) is an SEC Registered Investment Advisory
firm (RIA) located in Greensboro, NC and Walpole, MA. Our primary goal is building relationships
with clients who seek a long-term partnership with their financial advisor. Our clients include
high net worth individuals, trusts, foundations, profit sharing plans, and corporations.
We provide comprehensive wealth management to our clients which includes portfolio management and financial planning services. Our industry experience and professional designations enable our team to manage separate accounts using individual securities. In short, this means each client portfolio is a unique combination of cash, stocks and bonds tailored to the stated objectives of the account owner. This approach to wealth management gives us the highest level of control over risk, taxes, and fees which studies have shown to be the three drivers of long term performance. Our team is dedicated to your success and we have the talent and knowledge to help you attain your goals.
Firm Start Year
Name of Custodial Firm
Years of Experience in Financial Services
Number of Years with Current Firm
Certifications, Accreditations & Designations
Financial Organization Memberships
Bachelors Degree - Accounting