Your partner for wealth management.

Sheets Smith supports individuals and families address their unique financial needs and plan for the future. Our integrated expertise is designed to meet every client’s needs, priorities, and aspirations, while fully integrating wealth preservation, wealth transfer and philanthropic planning. We strive to create a customized wealth philosophy that will guide every aspect of your comprehensive plan.

Our services include guidance on:

Estate planning

We guide you in proper planning today to ensure your wishes are honored and your loved ones are protected and not burdened tomorrow.

Investments

We design investment strategies customized to our clients’ individual needs and goals. We can advise on proper asset allocation and have a breadth of expertise in traditional assets such as equities and fixed income, and alternatives, such as real estate, hedge funds and private equity.

Charitable giving

We provide guidance and expertise to help your generosity make the maximum impact. Charitable giving can be a wonderful way to give back, create a legacy and inspire others, and can be incorporated into financial planning with the added benefit of mitigating tax exposure.

Efficient Tax Planning

Whether it is by mitigating taxable gains, making charitable deductions, or situating assets to capture tax-deferred growth, our advisors add value as we consider tax planning integral to wealth management.