Broker Check
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.

Learn More
Sigmon Daknis Wealth Management

Our Advantage

 

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

Learn More
Sigmon Daknis Wealth Management

Our Team

 

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

Learn More

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.

Contact Us

Helpful Content

Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

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

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

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

Six Surprising Facts About Retirement Confidence

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

 

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

View all articles arrow

College Savings

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

Social Security Tax Estimator

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

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

View all calculators arrow

Saving for College 101

Here's a crash course on saving for college.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Rightsizing for Retirement

What does your home really cost?

View all videos arrow