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

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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

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

 

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Find That Lost Retirement Account

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Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

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Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

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See how your current savings rate and contributions may grow into retirement income.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

How Much Home Can I Afford?

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

Comparing Mortgage Terms

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Get a snapshot of your overall financial picture by calculating your total net worth.

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The Fed and How It Got That Way

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

Choosing a Mortgage

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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