Sheets Smith Wealth Management (SSWM), established in 1982 and headquartered in Winston-Salem, North Carolina, is an independent, registered investment advisory firm with additional offices in Atlanta, Georgia, and West Palm Beach, Florida. The firm specializes in providing tailored financial solutions to high-net-worth individuals, families, retirement plans, and foundations.

SSWM offers a comprehensive suite of services, including wealth management, family office services, pension and retirement planning, and endowment and foundation management. Their team of experienced professionals, comprising MBAs, Chartered Financial Analysts (CFAs), Certified Financial Planners (CFPs), and Chartered Retirement Planning Counselors (CRPCs), emphasizes a personalized approach to help clients accumulate, preserve, and transfer wealth effectively.

With over $1 billion in assets under management, SSWM is committed to building long-term relationships and delivering sophisticated strategies that align with clients’ financial goals.