Sheets Smith Wealth Management, Inc. Email Format

Investment ManagementNorth Carolina, United States11-50 Employees

Sheets Smith Wealth Management, Inc. operates as an independent registered investment advisor in the investment management sector, with its headquarters in Winston-Salem, North Carolina, and satellite offices in Atlanta, Georgia and West Palm Beach, Florida. Founded in 1982, the firm offers wealth management, financial planning, investment counsel, and sophisticated strategies for high-net-worth individuals and their families, as well as retirement plans and foundations. A team-based approach underpins its service model, delivering personalized services and aiming to support accumulation, preservation, and transfer of wealth. The firm employs 11-50 people and is based at 120 Club Oaks Court Suite 200, Winston-Salem, NC 27104, United States. The organization maintains its presence across multiple regions through its Winston-Salem headquarters and Georgia and Florida satellite offices.

Sign up for free to view info

Company overview Employee directory