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WEALTH PLANNING. Accumulation. Preservation. CHARTING the Course... To Financial FREEDOM.
Sigmon Daknis Wealth Management

Getting Started

 

Our experienced professionals have helped many people just like you pursue their financial objectives.

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Sigmon Daknis Wealth Management

Our Advantage

 

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Sigmon Daknis Wealth Management

Our Team

 

Our team approach offers a range of services to provide more benefits to our clients.

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Welcome to Sigmon Wealth Management

We provide comprehensive financial planning and independent investment advice to individuals, families and businesses. As behavioral investment advisors, we work with our clients to help avoid common yet damaging mistakes many investors make without a trusted advisor by their side. Together we'll work to organize, manage and monitor your financial affairs over a lifetime relationship based on competent, caring advice and personalized service.

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Helpful Content

Why Do Renters Have to Save More?

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

 

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

College Savings

See how much you may need to save now to cover future college costs for your child.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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