"We take a comprehensive approach to working with high-net-worth families, managing many aspects of their financial lives."
The Sheets Green Group

The Sheets Green Group

"We take a comprehensive approach to working with high-net-worth families, managing many aspects of their financial lives."
About The Sheets Green Group

Welcome

The Sheets Green Group offers wealth management services for individuals and families, their partnerships, trusts, corporations and foundations. Over our time in practice together, we have grown our business and are grateful that our clients have entrusted their significant wealth to us.
We take a comprehensive approach to working with high-net-worth families, managing many aspects of their financial lives. With over 45 years of combined experience in both good and bad markets, we have developed three core principles that guide the way we invest and interact with our clients.

  • Deliver first-class, personalized service to all clients
  • Offer access to distinctive investment opportunities
  • Utilize an unbiased approach that allows us to always put clients first

Our investment strategy is grounded in one overarching philosophy: grow and preserve wealth while managing risk.
By starting with a rigorous planning process, we strive to provide each client with financial peace of mind. The resulting plan delivers a roadmap that can empower our clients to focus on their own unique goals.

Meet Our Team

Insights

Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Investing

Is the mighty U.S. dollar weakening?

November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Personalized guidance begins with a conversation.
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