Salley Wealth Management, led by Steve Salley, provides personalized financial planning for individuals and couples approaching or living in retirement. Based in Fredericksburg, Virginia, the firm focuses on building ongoing advisory relationships rather than offering one-time plans. Its services are designed for clients, typically age 50 or older, who are nearing retirement or retired and seeking professional guidance with their financial future.

The firm offers a Retirement Readiness Snapshot to help clients understand the strengths and potential gaps in their plans, alongside ongoing investment management and plan guidance. Its resources and services also address retirement income, Social Security, estate strategy, tax considerations, insurance, and financial organization. Clients can explore educational articles, videos, calculators, and guides covering topics such as Medicare, retirement benefits, and managing assets throughout retirement.

Salley Wealth Management emphasizes helping clients gain clarity and confidence as they prepare for retirement. Steve Salley describes his approach as understanding clients’ needs and serving as a reliable, responsive partner. Introductory conversations and client meetings can be scheduled through the firm.