We are committed to each of our client’s unique success.
Our clients are at the heart of everything we do.
As fiduciaries, we are bound legally and ethically to act in our client’s best interests. As professionals, we find great satisfaction in providing a high level of service with the most knowledgeable advice, so that our clients can feel secure and look to the future with hope and positivity. We align our clients’ portfolios with more than just risk tolerance; we align them with their dreams.
Multigenerational Families.
With over 40 years of experience, Sheets Smith expertly guides wealthy families through their unique challenges.
Individuals.
Our expertise in wealth planning and investment will empower you to navigate your financial journey with confidence.
Beneficiaries and Inheritors.
Being the recipient of wealth can be daunting, leaving you with many questions. A reliable advisor from Sheets Smith can guide you through the process.
Professionals and Entrepreneurs.
We’ll help you manage your money so you can spend more time managing your business.
401(k) sponsors.
Our team can assist with all key trustee duties, ensuring both your employees and your business are taken care of.
Endowments and foundations.
Sheets Smith knows that managing an endowment fund needs expertise and a careful process.
