- Tax Services
- Investment ManagementWe provide clear direction for our clients with strategies designed to help build wealth, reduce risk, protect against loss and benefit others in meaningful ways. Our clients are business owners, corporate executives and busy professionals who appreciate personalized attention, communication and service relating to investment management and financial planning. Additionally, many of our clients are women who are transitioning through divorce or widowhood and need someone who can fully understand their needs.
- Mutual FundsA portfolio may typically utilize mutual funds and exchange-traded funds. At times, we may also utilize individual fixed income positions and alternative investments as well as insurance-based solutions such as life insurance and annuities depending on your financial plan. We are not stock pickers and are not in the businesses of trading positions for short-term profits.
- Wealth ManagementSteve founded Salley Wealth Management in 2009 after spending 10 years with several Wall Street firms. He fully believes that being an independent advisor provides his clients the financial confidence they deserve knowing that he is free to recommend only those products and services that address his clients’ needs, without quotas or pressure to use proprietary products.
- Financial PlanningSalley Wealth Management is a specialized firm that serves a select group of clients. While nearly everyone could benefit from good financial advice, we have chosen to focus on a narrow market. Our clients have different passions and come from all backgrounds, but they all have the following characteristics in common: – They look forward to having a long-term relationship with a firm they trust – They like the fact that we look at their total financial picture and not just a single account – They are open to advice – They are willing to take action and implement the financial advice we provide them – They understand and appreciate the need for financial planning and investment advice – They are friendly and easy to serve – While we have no account minimums, we are best suited to help clients with total household investable assets of $250,000 and above.
- Retirement Planning
- Annuities
- Asset ManagementStrategic investing mirrors the steady rise and fall of the tides, focusing on long-term goals and expectations more stable akin to the predictable rhythm of oceans. On the other hand, investing in tactical time horizons resembles the dynamic nature of changing tides, responding to short-term market conditions like unpredictable surges and waves in the sea. Here we compare and contrast these two distinct processes and recap our recent strategic asset allocation change. read more