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"WealthTrust has been extremely helpful in key areas, including our compliance program. They visited our office twice to assist with the annual review and have tested our internal procedures, which has been great. We look forward to working more with the WealthTrust team this year."
— Wayne F. Wilbanks, Managing Principal and Chief Investment OfficerWilbanks, Smith & Thomas provides wealth management and investment advisory services to select individuals, families, trust departments, retirement plans, foundations, endowments and other qualified institutions. Our team works closely with our clients to develop customized investment solutions that integrate portfolio management, estate planning, risk management and asset preservation/appreciation. |
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