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Adam Wojtkowski, CFP(R), EA

Smith, Salley & Associates

55 West Street
Suite 201

Walpole, MA 02081
(508) 4507841

About Smith, Salley & Associates

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.

General Information

Firm Start Year

2003

No.of Employees

10-19

CRD#

4803455

Firm CRD#

129614

Name of Custodial Firm

Fidelity Investments, TD Ameritrade

Years of Experience in Financial Services

16

Number of Years with Current Firm

1

Qualifications & Membership

Certifications, Accreditations & Designations

Enrolled Agent (EA), CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 66, Series 63

Financial Organization Memberships

Financial Planning Association (FPA), Paladin Registry

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Compensation Methods

Based on Assets

Education

Bachelors Degree - Accounting

Assumption College
1999 - 2003