Getting Started
Our experienced professionals have helped many people just like you pursue their financial objectives.
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Our Advantage
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Our Team
Our team approach offers a range of services to provide more benefits to our clients.
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 UsHelpful Content
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.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.