
Skip Sizemore
Building Legacies for Over 40 Years
Awarded "Best-In-State Wealth Management Teams" in North Carolina by Forbes (2023 & 2024), our multi- generational team guides affluent families across generations. We take pride in our proactive, client-centered approach.
Tailored Wealth Management & Commitment to Excellence
We construct personalized portfolios aligned with your goals, emphasizing legacy planning, taxes, and risk mitigation. Our innovative, endowment model-influenced approach incorporates diverse asset classes to potentially enhance returns while mitigating risk. Our service revolves around three core principles: Innovation, Impact, and Integrity. We continuously explore new ways to serve you and our community with impactful and seamless solutions, putting our clients first in everything we do.
A Legacy of Trust & Alternative Investments
Established in 1983, we have navigated various market cycles through history. We value a balance between pioneering strategies and proven methodologies to ensure your financial security in ever-changing landscapes. We have extensive experience incorporating alternative investments into client portfolios for over two decades, providing a comprehensive approach to wealth management.
Ready to build your financial future? Contact us today to schedule a consultation.
For over 40 years, our multi-generational team has served affluent clients with sophisticated financial guidance. Recognized as one of Forbes's Best In-State Wealth Management Teams in North Carolina (2023 & 2024), we take pride in our proactive, client-centered approach.
2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023, 2024 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Alternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses that traditional investments, and such fees and expenses can lower the returns achieved by investors.
The Sizemore Group at Morgan Stanley is committed to making a positive impact in the communities we serve. We believe in partnering with organizations that share our values and dedication to building a brighter future.
Supporting Health & Wellness
Nurturing Young Minds
Promoting Arts & Culture
Building a Stronger Community