Helping professionals and entrepreneurs grow and safeguard financial assets.

You devote many long hours to your business to ensure its long-term success. That might not leave time for you to focus on your own long-term financial situation.

Your business has a CFO, why shouldn’t you?

Your Sheets Smith advisor can help you stay on track to reach your financial goals by advising on investments, retirement, efficient tax planning and making sure you are prepared for the next chapter.

Investment Management

We customize investment portfolios to reflect your unique objectives and risk tolerance.

Financial Planning

Whether your goals are college, retirement, taking care of others, we can help you plan and make your dreams a reality

Tax Planning

Proper planning around the exercise of equity stock options can help mitigate your tax burden.

Succession Planning

We can help you integrate an exit strategy into your personal financial plan.

Asset Protection Strategies

Our advisors can help you minimize the risk to your assets associated with business ownership.