Sheets Smith Wealth Management
Financial Service
Why pick this one
Sheets Smith Wealth Management, founded in 1982, provides fiduciary wealth management, retirement plan oversight, and endowment OCIO services.
Best for
- High-net-worth individuals and families needing comprehensive wealth management
- Businesses seeking fiduciary oversight for 401(k), 403(b), defined benefit, or cash balance plans
- Foundations and endowments needing outsourced chief investment officer services
- Individuals navigating an inheritance
- Clients seeking coordinated investment, retirement, estate, and tax planning
Specialties
- 401(k), 403(b), defined benefit, and cash balance plan management
- Investment Policy Statement development and review
- Retirement plan investment due diligence and monitoring
- Endowment and foundation OCIO services
- Inheritance guidance
- Performance analytics and manager selection
- Periodic portfolio rebalancing
Certifications
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA)
- Accredited Investment Fiduciary (AIF)
- Chartered Retirement Planning Counselor (CRPC)
- Chartered Alternative Investment Analyst (CAIA)
- Certified Private Wealth Advisor (CPWA)
What makes them different
- Founded in 1982
- Independent registered investment advisor
- 100% employee-owned firm
- Serves over 400 families, individuals, and organizations
- Endowment and foundation OCIO services evaluate and rank more than 28,000 managers globally
- Years in business
- 44
Distilled from this business's own website.
Contact & Location
- Address
- 120 Club Oaks Ct Ste 200, Winston Salem, NC 27104-4769
- Phone
- 13367652020
- Website
- https://sheetssmith.com
- info@sheetssmith.com
Services
- Wealth management
- Investment management
- Financial planning
- Retirement plan management
- Endowment and foundation management
- Inheritance guidance
- Estate and tax planning guidance