Know your advisor

  • Qualifications

  • Broker check

Know your customer

  • Family

  • ​Investment Purpose

  • Investment Objective

  • ​Investment Time Horizon

  • Tax Implications

  • goals

    • past

    • present

    • future


Determine tolerance for risk

​Know your customer

Customized financial strategy​

  • Customized to risk tolerance

  • Risk Aversion

  • Full Investment World Available

  • Research Driven

  • Market Driven

  • Performance Driven

  • Periodic Investment Plans

Fiduciary Capacity

  • Client's Best Interest

  • Cost Conscience

Salley Wealth Management is a full service portfolio management and income planning firm. Fully licensed and insured, Salley Wealth Management has the full spectrum of the investment world available to assist in preparing and planing for your financial goals. 

​Customized financial Stragegy


Check the background of Ameritas Investment Corp. or this investment professional on FINRA's BrokerCheck.


  • Investment Education

  • Cost Comprehension

Follow Through

  • Life events

  • Risk Management

  • Performance

​What We Do