Disclaimers

Website Disclosure

This website (www.sheetssmith.com) (this “Website”) is owned and operated by Sheets Smith Wealth Management, Inc. (“Sheets Smith”). Sheets Smith offers investment advisory services and is an investment adviser registered with the U.S. Securities and Exchange Commission (the “SEC”). SEC registration does not constitute an endorsement of the advisory firm by any regulatory authority, nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Sheets Smith as of the date hereof, which are subject to change without notice at any time. Sheets Smith does not represent that any opinion or projection will be realized. Neither Sheets Smith nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current, or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before making any investment.

Third-Party Recognition Disclosures

CNBC FA 100
The CNBC Top 100 Financial Advisors list (2025) is an independent ranking developed and issued by CNBC. The ranking is based on a proprietary methodology that evaluates a range of factors, which may include, but are not limited to, assets under management, regulatory and compliance record, years of experience, number of certified financial professionals, and other qualitative and quantitative criteria. The 2025 ranking reflects data and information as of 2024. Investment advisers do not pay a fee to be considered for or included in the ranking. However, Sheets Smith Wealth Management, Inc. (the “Adviser”) paid a licensing fee to CNBC to use and display the CNBC Top 100 Financial Advisors designation. No compensation was provided by the Adviser to CNBC in exchange for the rating itself. Additional information about CNBC’s methodology is available upon request or on CNBC’s website.

CFP® 60+ Pro Bono Hours
This recognition reflects volunteer service hours reported to CFP Board. It does not indicate investment performance, client satisfaction, or a particular level of investment skill.