At Sheets Smith Wealth Management, we offer personal, attentive service to the high-net-worth clients we serve. Our experienced professionals have varied backgrounds in investment management, financial planning, real estate, private equity, banking, finance, and business ownership and management. The staff includes MBAs, Chartered Financial Analysts® (CFA®) charterholders, Certified Financial PlannerTM (CFP®) professionals and a Chartered Retirement Planning CounselorSM (CRPC®).
For more than 40 years, we have provided comprehensive wealth management services to individuals and families, managing their complex financial affairs with focused attention and a personal interest in securing their peace of mind. Within each relationship, we utilize a customized approach for achieving the client’s unique short and long-term goals, built upon our expertise and experience in a broad range of financial tools.