Salley Wealth Management

Salley Wealth Management Salley Wealth Management is a firm committed to helping clients obtain their financial goals by providing knowledgeable advice and professional service.

I graduated from Embry~Riddle with a Masters degree in management. I currently hold the FINRA series 7 and 66 securities registrations with Ameritas Investment Corp. This information can be confirmed on FINRA’s website www.brokercheck.finra.org. I joined Ameritas in June of 2016 as a licensed Financial Advisor and formed my own company Salley Wealth Management. Here at Salley Wealth Management our

commitment is to help clients obtain their financial goals by providing knowledgeable advice and professional service. I personally place a high value on honesty, trust, and service. To help attain these values and your financial goals, we place a heightened emphasis on continued communication and client education. As part of our effort to provide you with quality service, Ameritas has an agreement with National Financial Services, a Fidelity Investments company. National Financial Services provides a comprehensive clearing platform including trade ex*****on and other related services for your brokerage account. Please feel free to contact me with any questions or to set up an appointment of your convenience. I look forward to providing professional service and helping to attain your financial goals. Sincerely,
David Salley

01/18/2023

This S Corp Strategy works well for most business owners!
Feel free to reach out with any questions!

05/28/2022

Read that twice!! 👇🏻👇🏻

05/14/2022

🤔 🤔 Live like no one else now, so you can live like no one else later…

Know what your investing in before you buy it. So many individual investors react to something they see on TV instead of...
04/24/2020

Know what your investing in before you buy it. So many individual investors react to something they see on TV instead of doing their due diligence.

Traders on Robinhood and SoFi Invest rushed to buy the United States Oil ETF, which crashed this week and has lost more than 80% of its value this year.

With Corona virus and treasury secretary Mnuchin’s comments on the market yesterday I can’t be silent anymore! Lol I’ve ...
03/14/2020

With Corona virus and treasury secretary Mnuchin’s comments on the market yesterday I can’t be silent anymore! Lol I’ve seen several people on FB post the stocks they are buying because the markets down and simply stated they are some of the worst ideas possible in this environment.

I’ve seen too many people managing their own money make simple mistakes that the would have paid for an advisor for years with the cost of the mistakes they made.

If you ever have a question please feel free to call me, I’ll help you anyway I can. While I can’t give advice on stocks to buy to non clients I can at least help eliminate some bad decisions.

Sharon and I volunteered for the Race for Red & Blue today to benefit local police, firefighters, and first responders w...
09/07/2019

Sharon and I volunteered for the Race for Red & Blue today to benefit local police, firefighters, and first responders with the Wellington Rotary Club! 👮‍♂️👩🏾‍🚒🏃🏻‍♂️🚓🚒🚑🇺🇸

Investing can begin at 40! Great article!
08/16/2019

Investing can begin at 40! Great article!

It’s never too early—or too late—to start saving for retirement. Why not get started now, and when you retire, you can use those savings to enjoy life.

Good read for those who need to do back to school shopping!
07/18/2019

Good read for those who need to do back to school shopping!

With the end of summer near, some of Dave's team members with kids help put together this list of things to keep in mind while you are preparing for your child to go back to school.

Please see the short video I put together. There is a link at the end if you would like to learn more about what I do an...
05/03/2019

Please see the short video I put together. There is a link at the end if you would like to learn more about what I do and how I do it!

Great tip on using your 401k and also how to go beyond that.
04/30/2019

Great tip on using your 401k and also how to go beyond that.

A lot of Americans don't know how to maximize their money when investing in a 401(k). And financial expert Ramit Sethi says that can lead to some expensive mistakes.

For 78% of Americans, living paycheck to paycheck is a way of life, an endless cycle of money going out almost as soon a...
04/24/2019

For 78% of Americans, living paycheck to paycheck is a way of life, an endless cycle of money going out almost as soon as it comes in. But it doesn’t have to be that way anymore. Here’s how you can escape for good.

Ever catch yourself counting down the days to payday? Here are five steps to break the cycle.

Address

10915 Paso Fino Drive
Wellington, FL
33449

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