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8304 Cannister Court, Fredericksburg, VA 22407

703-435-1406
steve@salleywealthmanagement.com
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Clarity Starts With a Retirement Readiness Snapshot

Discover the strengths in your plan — and the gaps to fill — so you can retire on your terms.

Schedule an Introductory Conversation

Who We Work With Best

Our firm is designed for individuals and couples who are approaching retirement and want an ongoing advisory relationship — not a one-time plan. We are typically a great fit for clients who:

✔Are age 50 or older

✔Are within five years of retirement (or currently retired)

✔Have $750,000 or more in investable assets they intend to have professionally managed

✔Want both a Retirement Readiness Snapshot and ongoing investment management

✔Have made a clear decision to work with a financial advisor so they can enjoy their days ahead





Looking For A Great Resource?


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Retirement Readiness Checklist

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Have These Questions Been On Your Mind Lately?

Our Process

Am I on track to retire?

Our History

How do I turn my nest egg into a paycheck?

Our Values

How can I reduce my taxes in retirement?

Our Process

Are my investments suitable for retirement?

Our History

Will my spouse be okay if I pass away?

Our Values

I need to get my finances organized. Can you help with that?

See Our 4 Step Process Here

See Our Most Valued Services Here

About Steve Salley
A Partner On Your Side of The Table

I live and work by the motto “Seek First to Understand, Then to Be Understood." When we work together, I want you to feel that you have a partner that is reliable, responsive, and effective. I look forward to getting to know you and helping you on your journey.

Resources
Knowledge as a Tool

Please browse the following resources and articles for information that can help sharpen your financial knowledge.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
Learn More
Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Learn More
Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Learn More

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement.
It talks about health care costs, income stability, and the burden of debt.
It is designed to help you know the recipe for success in retirement.