Salley Wealth Advisors Group

Salley Wealth Advisors Group is a financial advisory firm serving Summerville and the surrounding Charleston area for more than 20 years. The firm works with families at different stages, from early-career professionals dealing with stock options and growth portfolios to established households focused on tax-loss harvesting, education funding, estate coordination and charitable giving. Its approach is faith-based, and the team describes the work as stewardship of family assets across generations.

Securities are offered through Cambridge Investment Research, and fixed insurance services are offered through the firm itself. Cambridge does not offer tax or legal advice, so clients with those needs should expect to work with other professionals. The office is at 129 East Richardson Avenue in Summerville, and the firm also meets clients around Charleston, including over coffee on Broad Street. Mike Salley founded the practice after a long career on Wall Street, and his son Joshua also works at the firm.