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    Sheets Smith Wealth Management, Inc.

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    Description

    • Sheets Smith Wealth Management (SSWM) is an independent, registered investment advisory firm headquartered in Winston-Salem, NC, with satellite offices in Atlanta, GA, and West Palm Beach, FL. Since 1982, SSWM has provided 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. Utilizing a team approach, we provide a range of personalized services and develop lasting relationships with our clients while assisting them with the accumulation, preservation and transfer of wealth.
    • location

      Headquarters:120 Club Oaks Court Suite 200, Winston Salem, North Carolina, United States

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    • Sheets Smith Wealth Management, Inc. phone

      Phone Number: +1 336-765-2020

    • Sheets Smith Wealth Management, Inc. website

      Website: https://www.sheetssmith.com

    • Sheets Smith Wealth Management, Inc. employees

      Employees:13

    • Sheets Smith Wealth Management, Inc. revenue

      Revenue:$10 - 50M

    • Sheets Smith Wealth Management, Inc. legal name

      Legal Name:Sheets Smith Wealth Management, Inc.

    • Sheets Smith Wealth Management, Inc.'s Social Media

      Sheets Smith Wealth Management, Inc. linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    President for Sheets Smith Wealth Management, Inc.

    Paul Anthony

    President

    Person level website visitor identification

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    View Employees

    Paul Anthony

    President

    Allison Hewett

    Chief Compliance Officer

    Pat Thompson

    Vice President

    Kyle Fritz

    Portfolio Manager

    Caroline Shamburg

    Wealth Manager

    Frequently Asked Questions regarding Sheets Smith Wealth Management, Inc.

    • Where are Sheets Smith Wealth Management, Inc.'s Headquarters?

      Sheets Smith Wealth Management, Inc.'s Headquarters are in 120 Club Oaks Court Suite 200,Winston Salem,North Carolina,United States

    • What is Sheets Smith Wealth Management, Inc.'s phone number?

      Sheets Smith Wealth Management, Inc.'s phone number is +1 336-765-2020

    • What is Sheets Smith Wealth Management, Inc.'s official website?

      Sheets Smith Wealth Management, Inc.'s official website is https://www.sheetssmith.com

    • What is Sheets Smith Wealth Management, Inc.'s Revenue?

      Sheets Smith Wealth Management, Inc.'s revenue is $10 - 50M

    • What is Sheets Smith Wealth Management, Inc.'s NAICS code?

      Sheets Smith Wealth Management, Inc.'s NAICS code is 523930

    • How many employees are working in Sheets Smith Wealth Management, Inc.

      Sheets Smith Wealth Management, Inc. has 13 employees

    • What is Sheets Smith Wealth Management, Inc.'s Industry?

      Sheets Smith Wealth Management, Inc. is in the industry of Investment Management

    • Who is Sheets Smith Wealth Management, Inc.'s President?

      Sheets Smith Wealth Management, Inc.'s President is Paul Anthony

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