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:||2003|
|Name of Custodial Firm:||Fidelity Investments, TD Ameritrade|
|Number of Years with Current Firm:||1|
|I work with the following types of clients:||Individual Investors|
|Investment Types:||Bonds, Exchange Traded Funds (ETFs), Stocks|
|I can meet clients in the following ways:||Via email, Video Conference, Via phone, At my office, At your office, At your home|
Qualifications & Memberships
|Financial Organization Memberships:||Paladin Registry, Financial Planning Association (FPA)|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Bachelors Degree - Accounting||
Assumption College - Worcester, MA
Adam is a native of Worcester, MA and joined SS&A in July 2019 to found the firm's Boston office. Adam has been in the financial services industry for almost 15 years and prior to joining SS&A, he worked for Beaumont Financial Partners. In 2010, Adam earned his CFP® certificate and in 2015 he became an IRS Enrolled Agent. His combined skill set of financial planning concepts and tax strategies enables Adam to serve clients in a comprehensive and tax-efficient manner. Outside of work, Adam enjoys spending time with his wife and two daughters as well as following all Boston sports.
Financial Planning for Individuals
We employ a goals based approach to Financial Planning. This means we begin with a realistic assessment of your financial objectives. Utilizing a conservative approach to Monte Carlo statistical analysis, we then conduct a feasibility study of the potential to achieve those goals. Our Financial Planning efforts work in tandem with the portfolio management process to ensure assets are invested with the end goal in mind. Because financial independence is a goal shared by all clients, Retirement Planning is one of the main focuses of our firm.
|Mon.||8:30 AM - 5:30 PM|
|Tue.||8:30 AM - 5:30 PM|
|Wed.||8:30 AM - 5:30 PM|
|Thu.||8:30 AM - 5:30 PM|
|Fri.||8:30 AM - 5:30 PM|
|Newton Highlands||Newton Lower Falls|
|Newton Upper Falls||Newtonville|