- 336.768.7230
- 480 Shepherd Street, Winston-Salem, NC 27103
- 3333 Durham-Chapel Hill Blvd., Bldg E, Ste 200, Durham, NC 27707
Salem is a full-service investment advisor, with the goal of insuring all your financial needs are met. We have extensive experience and education in asset management, financial planning, accounting, and law. Our goal is to leverage our expertise to help simplify your financial life while also maximizing your investment opportunities.
We provide you with guidance concerning life insurance, annuities and other financial products, but we do not sell any products nor accept any commissions.
At Salem, we pride ourselves on a transparent approach to investing and fees: There is one fee for everything we do for you, and no surprise charges along the way. You will meet with your advisor on a regular basis, and that advisor will make your investments. Your personal advisor is the decision-maker and can answer any of your investment questions.