We offer an array of wealth management services with a holistic approach.
Sheets Smith welcomes the opportunity to speak with you about your financial goals and concerns.
We take the time to get to know you, your financial goals and concerns, and provide you with tailored advice to help you achieve your objectives. We believe the goal of wealth management is not simply to grow wealth, but to give you confidence and peace of mind, so you can live your most fulfilled life.
Investing.
Sheets Smith offers personalized plans for your unique investment needs, helping you reach your goals.
Wealth management.
Sheets Smith assists individuals and families with their financial challenges and future planning.
401(k) management.
Besides managing daily operations, trustees need investment and compliance expertise. Sheets Smith Wealth Management can assist.
Endowment and foundation management.
Sheets Smith provides OCIO services with fiduciary support based on solid investment principles and extensive data.
Financial planning.
Our team provides guidance and support, allowing you to confidently make decisions with your money.
Inheritance guidance.
Receiving an inheritance can be daunting. Sheets Smith can guide you through the decisions ahead.
