Salley Wealth Advisors Group

At Cantella & Co., we operate under the guiding principle that successful financial planning requires a deep understanding of our clients' needs and goals. We partner with individuals and businesses to establish customized plans that empower them to achieve their financial aspirations and navigate financial challenges.

How We Can Help

Our team of experienced professionals offers a comprehensive range of services to address your diverse financial needs:

Comprehensive Planning & Investment Management

• Portfolio review and analysis
• Goal setting and financial planning
• Wealth management and investment strategies
• Retirement planning and optimization
• Estate and legacy planning

Specialized Expertise

• Businesses: Retirement plan consulting for 401k, 403b, and 457 plans, business succession planning
• Medical Professionals: Financial guidance for physicians and dentists
• High Net Worth Individuals & Families: Personalized wealth preservation and management

Our Commitment

We believe in:

• Client-centered approach: We prioritize understanding your unique needs and goals to tailor our strategies.
• Transparency and accountability: We provide clear communication and regular progress updates to empower you.
• Long-term relationships: We are committed to upholding the highest ethical standards and building lasting partnerships with our clients.

Our Team

Led by J. Michael Salley, a seasoned financial advisor with extensive industry experience, our team possesses diverse expertise and a genuine passion for helping clients achieve financial success.

Our Approach

We take a collaborative and personalized approach to financial planning.

1. Discovery & analysis: We gather relevant information and assess your current financial situation.

2. Goal setting: We work with you to establish specific financial goals and objectives.

3. Plan development: We tailor a customized plan that aligns with your individual needs and circumstances.

4. Implementation & review: We execute your plan and regularly review and adjust it as your needs evolve.

Let us be your trusted partner in achieving financial clarity, growth, and peace of mind. Contact us today to schedule a complimentary consultation and explore how we can help you reach your financial goals!