Sheets Smith Wealth Management (SSWM) is an independent, registered investment advisory firm headquartered in Winston-Salem, NC, with a satellite office in Atlanta, GA.
Since 1982, SSWM has provided wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. Utilizing a team approach, we provide a range of personalized services and develop lasting relationships with our clients while assisting them with the accumulation, preservation and transfer of wealth.
Our expertise in the areas of wealth management, financial planning, asset allocation and investment management is broad and deep. 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 Analyst ® (CFA®) charterholders, Certified Financial Planner TM (CFP®) professionals and a Chartered Retirement Planning CounselorSM (CRPC®).