Our story.

Sheets Smith Wealth Management is an independent registered investment advisory firm headquartered in Winston-Salem, NC, with a satellite office in Atlanta, GA. We were founded in 1982 to manage the investment portfolios of a few initial clients. At the time, the goal was to preserve our clients’ hard-earned wealth and ensure it would flourish for future generations.

As time went on, the clients’ needs changed, and we expanded our services to meet the challenge. We provided guidance and advice on estate planning, charitable giving, tax planning, insurance and budget management. We helped empower the families to make smart financial decisions and become better stewards of their wealth. Over time, our client family grew as well, as we encountered more individuals and organizations who needed and wanted this more holistic approach to managing their financial lives.

Today we serve over 400 families, individuals, and organizations. We provide 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. The reasons for our success lie in our client-centric approach. We serve our clients as a fiduciary, which means we always put their interests ahead of our own. We are independent, so we are not beholden to any one firm’s financial products or investment doctrine. Finally, our deep knowledge and expertise give us the ability to handle even the most complex financial situations.