Through our advanced Wealth System, Sigmon Wealth now has the ability to consolidate all of a client's assets in one location. This platform allows clients access to assets, private documents, financial estate plans and any other pertinent account information.
Sigmon Wealth makes it easier to manage your wealth and allows more time to be devoted to business, personal interests, and especially, family.
Through a single access point, we help organize your assets, asset allocation strategy, strategic goals and plans, awards programs, and your financial and estate plans to help simplify your financial future.
Organize, Consolidate, and Integrate your finances:
Financial Goals/Plans Balance Sheets Net Worth Statements Asset Allocation Strategy Account Aggregation Cash Flow/Retirement Models Wills, Trusts, Tax Returns Insurance coverage and summary Estate Plan
Benefits to Sigmon Wealth clients:
View consolidated, organized financial information from a single access point Account information is accessible from any location at any time Each account value is updated daily Reports and analysis can be created to monitor your financial progress
Your updated financial status is automatically integrated into your comprehensive financial and estate plans. These plans are continuously providing you with up-to-date analysis.
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