Featured Business Financial Advisor in Walpole, MA
Walpole Financial Advisors
Smith, Salley & Associates
55 West Street, Suite 201
Walpole, MA 02081
Phone Number
Advisor Profile
Adam Wojtkowski, CFP(R), EA
Name:  Adam Wojtkowski, CFP(R), EA
Website:  Visit Website

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 CRD#:    129614
Name of Custodial Firm:    Fidelity Investments, TD Ameritrade
I work with the following types of clients:    Individual Investors
CRD#:    4803455
Years of Experience in Financial Services:    16
Number of Years with Current Firm:    1
States Willing to do Business in:    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
 

Services

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

Qualifications & Memberships

Financial Organization Memberships:    Paladin Registry, Financial Planning Association (FPA)
Securities Licenses:    Series 66, Series 63
Certifications, Accreditations & Designations:    Enrolled Agent (EA), CFP®
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 
 
 
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