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

CRD#:    4803455
Firm CRD#:    129614
Name of Custodial Firm:    Fidelity Investments, TD Ameritrade
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
Years of Experience in Financial Services:    16
Number of Years with Current Firm:    1
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Enrolled Agent (EA)
Securities Licenses:    Series 66, Series 63
Financial Organization Memberships:    Financial Planning Association (FPA), Paladin Registry
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Adam Wojtkowski, CFP(R), EA
 
 
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