Your partner for inheritance guidance.
Suddenly finding yourself with an inheritance can be overwhelming. A trusted advisor from Sheets Smith can help you navigate the difficult decisions while providing perspective so you can plan for what comes next.
Our financial advisors can help you understand your options based on what type of account you have inherited and empower you to make the most of an inheritance.
Assess Your Financial Situation
Your Sheets Smith Advisor can help you get a clear picture of your financial health and help you make informed decisions about managing your inheritance.
Create a Financial Plan
We’ll work with you to develop a comprehensive plan to help you achieve your financial goals.
A Wholistic Approach
We consider investment management, estate planning, and tax planning, ensuring that you have a comprehensive approach to your finances.
Education
We offer education on how to manage and be a good steward of wealth.
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