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Generational Wisdom.
Modern Wealth.

Salley Wealth Advisors Group, LLC has been serving the Summerville and surrounding Charleston area for over 20 years.

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“This is the Lord’s doing; it is marvelous in our eyes.” Psalm 118:23

The S.W.A.G. Standard of Excellence

For over a two decades, we’ve guided Charleston families through every season of life.

Our approach is built on four pillars that define not just how we manage wealth, but how we honor your legacy.


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A Legacy of Trust

75%

Client Retention

Over a 25-Year Period

20+

Years of Experience 

Wisdom rooted in faith

150+

Wealth Portfolios

Trusted by your neighbors

Our Story

Salley Wealth Advisors Group was founded on a simple, faith-based principle: that wealth is a tool for stewardship, not just a measure of success. For over ten years, we’ve served as the steady hand for Charleston families, navigating market shifts with the wisdom of experience.

 

Today, that foundation meets a new era. As a multi-generational firm, we combine the 'Old Charleston' values of personal service with the high-tech, high-energy strategies of tomorrow. Whether we’re meeting over coffee on Broad Street or reviewing your portfolio via a digital portal, our story remains the same: We are family-owned, faith-driven, and focused on your legacy.

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Who We Serve 

Salley Wealth Advisors Group, LLC has been serving the Summerville and surrounding Charleston area for over 20 years. Whether you are just beginning to build your foundation, navigating the complexities of mid-life, or looking to protect the legacy you’ve spent a lifetime creating, we are here to walk beside you through every season.

The Visionary

You’re in the fast lane of your career. We help you navigate stock options, early-stage tax planning, and growth-heavy portfolios so your momentum today builds a foundation for tomorrow.

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The Steward

You’ve built something significant. Now, it’s about balancing growth with protection. We specialize in tax-loss harvesting and education funding to ensure your family's assets are working as hard as you are.

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The Legacy

It’s time to transition from accumulation to impact. We provide sophisticated estate coordination, charitable giving strategies, and income planning to ensure your 10-year success becomes a multi-generational legacy.

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Network of Integrity

Check the background of investment professionals on FINRA’s BrokerCheck.

Market Insights in Real-Time

Follow us on LinkedIn to stay informed on the latest news on wealth and strategy.

“Do not be anxious about anything, but in every situation, by prayer and petition, with thanksgiving, present your requests to God.” Philippians 4:6

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This website is dedicated to the memory of my beloved wife, Carleen Virgil Cooper-Salley, dad, John Wesley Salley, mom, Lillie Mae Salley, and brother, Wesley Erving Salley.

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Check the background of investment professionals on FINRA’s BrokerCheck.

Book a Call

Office: (843) 875-3645
Cell (CALL ONLY/NO TEXT): 
(843) 312-4424
Fax: +1 (843) 875-3145

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Salley Wealth Advisors Group, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of  AL, CA, CT, DC, FL, GA, IL, MD, MI, MN, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VI and WI. No offers may be made or accepted from any resident outside the specific states referenced.Cambridge does not offer tax or legal advice. Fixed insurance services offered through Salley Wealth Advisors Group, LLC.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Salley Wealth Advisors Group, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

© 2026 Salley Wealth Advisors Group, LLC | Website designed by ACTUALIZE

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