- 336.768.7230
- 480 Shepherd Street, Winston-Salem, NC 27103
- 3333 Durham-Chapel Hill Blvd., Bldg E, Ste 200, Durham, NC 27707
From its beginnings, Salem’s focus has been to help individuals and families realize their financial goals by providing high quality asset management and financial planning customized to each client’s specific needs. Since opening its doors to the general public in 1982, Salem has grown to over $3.5B in assets under management.
Investment strategies have come and gone over the past 40 years, but Salem’s fiduciary duty is unchanged: the interests of our clients are paramount and must be served without conflict. Salem does not sell life insurance, annuities, mutual funds, or any other financial products. We believe selling products can result in a conflict of interest. As a fiduciary, we always put our clients’ interests first.
Salem’s dedication to client objectives and our success in providing reasoned wealth management and financial guidance to our clients has resulted in the growth of our client base from one family to over 600 relationships.
Salem has become one of the largest privately-owned advisors in the country. Today we balance technology with our expertise and experience to support clients across the country without sacrificing the personal relationships that have been integral to our growth. In 2022 our continued success in supporting our clients was recognized in an independent study conducted by CNBC of over 39,000 financial advisory firms. Salem was named the #1 ranked firm in our region (VA, NC, SC, GA, TN and KY) for the fourth year in a row and #6 in the entire country.