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825 Wall Street, Norman, OK 73069

(405) 329-3444
sigmonwealthmanagement@lpl.com
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Wealth Planning · Accumulation · PreservationGuiding Families. Preserving Wealth. Securing Legacies.

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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Getting Started

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

Our Difference

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

Our Team

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

We Understand What's On Your MindThe Questions Behind Every Plan.

Wealth management is about more than just numbers; it is about addressing your life's most important questions. We help you navigate complex financial decisions with clarity and confidence, ensuring your plan aligns with your long-term goals and adapts to your evolving needs.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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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.
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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Find That Lost Retirement Account

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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A Message From Our PresidentMeet John Sigmon, CFP®

It all begins with a plan. Just as no ship sails without a float plan, and no pilot takes off without a flight plan, no family should set out on a multigenerational journey of building, preserving, and transferring wealth without a carefully written plan. Doing so would be like setting out on a cross country journey without a map. Odds are you’d end up hopelessly lost!

Our DifferenceIndependent Advice, Built Around You.

Our DifferenceIndependent Advice, Built Around You.

Our dedicated commitment to excellence ensures we always act in our client’s best interest, utilizing robust research, industry intelligence, and professional service. We serve our clients in such a way that we feel they are able to make the right decisions for their financial future. At Sigmon Wealth Management, we are sincerely interested in getting to know each of our clients personally as well as financially. Our high touch customer service allows our clients to feel at home when they walk through our doors and at ease when calling our office. We continually seek to find new and creative ways to build trusted relationships through client events and communications.

Wealth Planning

Managing wealth is our business. We know how to deliver integrated plans and seamless services covering many areas from retirement and estate planning to investment management.

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Risk Management

Our risk management team will evaluate your non-financial risks, such as umbrella coverage, long-term care coverage, life coverage, and medical coverage so an unexpected event does not become an obstacle to your future plans.

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Estate Planning

Establishing an estate plan, as part of your comprehensive wealth plan, can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the multi-generational needs of children and grandchildren.

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Tax Planning

Our tax services team will provide proactive tax assistance through our network of CPA's or work with your existing tax advisor to develop and implement strategies, allowing you potentially mitigate your tax liability.

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Asset Protection

Our team develops custom asset preservation strategies designed to shield your wealth from unexpected legal and financial risks. We help ensure your hard-earned assets remain preserved for future generations.

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Getting StartedFour Steps, Start To Finish.

“For the sailor who does not know where to set his course, there are no favorable winds” - Seneca

Discovery Meeting

We want to learn about the things you care about. What are your goals and dreams for the future? We work with you to set clear priorities and establish realistic expectations based on your financial situation. We take those facts and figures and formulate a customized plan that is right for you and your family’s specific needs.

Plan Design

Our in-depth experience in tax, investment and estate planning allows us to create a comprehensive plan that covers all aspects of your finances— including insurance strategies that seek to help preserve your family’s savings and lifestyle in the wake of unexpected events.

Implementation

We solidify and implement your plan efficiently, fine-tuning your portfolio so that it reflects your goals and risk tolerance. Throughout this process, we educate and explain your options, giving you the knowledge you need to make confident decisions about your future.

Ongoing Reviews

We meet regularly to review your financial plan, your portfolio and any other needs you might have. Confidence derived from a thoughtful, well monitored plan allows you and your family to relax and enjoy the things you love.

Our TeamWhy Families and Business Owners Work With Us.

Our TeamWhy Families and Business Owners Work With Us.

Our partnership is not only unique because of the family dynamics and friendships involved but also because of our professional backgrounds. Our advisors have been in the financial business for a combined total of over 95 years and during that time, have seen and explored nearly every investment concept developed. 

  • CERTIFIED FINANCIAL PLANNER™ Professionals
  • Independent, LPL Financial is our custodian and broker dealer
  • Comprehensive Financial Planning
  • A Behavioral Approach To Investing
  • Business Owner & Executive Focus
  • Serving Oklahoma and Nationwide

Contact UsLet Us Take Care of Your Family's Financial Affairs.

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