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Wilbanks, Smith & Thomas Asset Management, LLC

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Wilbanks, Smith & Thomas Asset Management, LLC

Overview:

Wilbanks Smith & Thomas is a privately owned and independent asset management firm with the intellectual capital, disciplined focus and proven investment record to help you achieve your dreams for the future. We build portfolios for investors with long-term vision—managing more than $2 billion in assets for individuals, trust departments, retirement plans, foundations, endowments and other institutions—WST is one of the largest independent wealth management firms in Virginia.

For more than 20 years, we’ve provided independent and unbiased advice. We know the market. We know that successful investing requires conviction and discipline. But most importantly, our clients know that our flexible investment platform and customized portfolio solutions make Wilbanks Smith & Thomas a sound choice for all of their asset management needs.

Wilbanks Smith & Thomas is headquartered in Norfolk, Virginia, with additional offices in Raleigh, North Carolina.

History:

Founded in 1990, Wilbanks Smith & Thomas has a 20-year track record of proven success. We’ve seen strong markets. We’ve seen unstable markets. We’ve evolved into a multi-asset class manager and financial advisory firm. And through it all, we’ve been able to offer strategic investment advice for individual and institutional clients across the United States.

Our investment committee has more than 150 years of combined experience in asset management. As experts in the field, they have a disciplined approach to investing as well as a thorough understanding of the driving forces behind capital markets. Each has earned one or more advanced degrees or certifications. As a team, they work to bring our clients an incredible depth of knowledge from multiple seasoned professionals.

Because we are privately owned, our interests are aligned with those we serve. Our principals are committed to long-term organizational stability, and we engage the same disciplines and strategies for our owners, clients, and employees.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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