wiseradvisor

Adam Wojtkowski, CFP(R), EA
Smith, Salley & Associates

Tel: (508) 450-7841
55 West Street
Suite 201
Walpole, MA 02081
Smith, Salley & Associates | Financial Advisor in Walpole ,MA

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
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


Services

Investment Types:   Stocks, Bonds, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via email, Via phone, At my office, Video Conference, At your home, At your office


Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA), Paladin Registry


Compliance

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


Education

Bachelors Degree - Accounting  Assumption College - Worcester, MA
1999-2003



Faqs

  • What are your qualifications? What is your education background? I have been helping clients with investment management and retirement planning since 2003. I became a Certified Financial Planner Practitioner in 2010, and an IRS Enrolled Agent in 2015.
  • What is your approach to financial planning? I believe that understanding a clients goals and objectives is the first thing that must take place before any advice or recommendations can take place.
  • What services do you offer? Individual Stock and Individual Bond Portfolio Management, ETF Portfolio Management, Financial Planning, Retirement Income Planning, Trustee Services, Estate Planning, Tax Efficient Portfolio Management, Tax Efficient Withdrawal Strategies
  • How many clients do you currently manage? Less than 100
  • Will you be the only person working with me? I would be your primary point of contact, but other team members may help.
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Adam Wojtkowski, CFP(R), EA

Adam Wojtkowski, CFP(R), EA

CFP®, EA

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.

My Services

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.

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:30 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:30 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:30 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:30 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:30 PM

Communities Served

Abington Acton
Allston Ashland
Attleboro Attleboro Falls
Auburndale Avon
Bedford Bellingham
Berlin Blackstone
Boston Braintree
Bridgewater Brighton
Brockton Burlington
Cambridge Canton
Charlestown Chestnut Hill
Cohasset Concord
Dedham Dighton
Dover East Bridgewater
East Taunton Foxboro
Framingham Franklin
Grafton Hanover
Hingham Holliston
Hopedale Hopkinton
Hudson Lincoln
Mansfield Manville
Marlborough Maynard
Medway Mendon
Milford Millis
Millville Natick
Newton Newton Center
Newton Highlands Newton Lower Falls
Newton Upper Falls Newtonville
Norfolk North Attleboro
North Providence Northborough
Northbridge Norton
Norwell Norwood
Pawtucket Plainville
Providence Raynham
Rehoboth Rockland
Roslindale Seekonk
Sharon Sherborn
Shrewsbury South Grafton
Southborough Stoughton
Stow Sudbury
Sutton Taunton
Upton Uxbridge
Waban Waltham
Wayland West Newton
West Roxbury Westborough
Westwood Whitinsville
Winchester Woburn
Woonsocket Wrentham

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