^{Sigmon Wealth Management}About Us

Guiding Families. Preserving Wealth. Securing Legacies .

^{Our Vision}Guiding You Like Family to Preserve Your Wealth and Secure Your Legacy.

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!

We begin all relationships doing a lot of listening. Where are you now? Where do you want to go? When do you want to be there? Only then can we go about designing your own personalized map with appropriate steps that aim to get you there and on time. Oftentimes there are multiple goals, or destinations, on your map. Whether it's retirement, education funding, charitable giving, funding for a special needs member of the family, or leaving a legacy, it’s your plan. It’s your map.

Getting Started

^{Our Mission}A Trusted Lifelong Partner.

At Sigmon Wealth Management our Mission is to serve as a trusted lifelong partner to our clients with the professionalism and integrity required to preserve and grow their wealth. Through a sophisticated integration of asset protection, meticulous estate planning, proactive tax strategies, and rigorous risk management, we help safeguard your financial legacy across generations.

^{Our Core Values}What We Stand On.

Our practice is built on a foundation of trust, transparency, and steadfast commitment to our clients. We act in your best interests, providing objective guidance, rigorous discipline, and personalized service at every step of your financial journey.

Fiduciary Integrity & Unwavering Care

We treat your financial well-being with the same dedication, transparency, and personal care we demand for our own families. Operating as an uncompromised fiduciary to our advisory clients, your best interests guide every decision we make.

Disciplined Wealth Preservation

Protecting what took a lifetime to build requires relentless risk management and strategic foresight. Defensive asset preservation strategies help shield your hard-earned capital from uncertainty.

Integrated Financial Sophistication

True wealth planning requires more than portfolio management. We unify investment strategy, proactive tax planning, and meticulous estate planning into a seamless, high-caliber plan tailored to your specific goals.

Generational Legacy Stewardship

We help you pass on far more than financial assets. By aligning your wealth with your family’s core values, we design enduring legacy plans that empower and protect your heirs across generations.

Lifelong Partnership

Wealth planning is an ongoing journey, not a single event. We serve as a constant, steady guide through life’s transitions, delivering consistent communication, proactive strategy, and enduring support.

^{Our Team}Meet the Sigmon Wealth Team.

Michael Sigmon
^{CFP®, CFS, ChFC}

LPL Registered Principal, CERTIFIED FINANCIAL PLANNER®

michael.sigmon@lpl.com

John Sigmon
^{CFP®, CFS, MBA}

LPL Registered Principal, CERTIFIED FINANCIAL PLANNER®

john.sigmon@lpl.com

Patrick Hine
^{Series 7 & 66}

Relationship Manager, LPL Registered Administrative Associate

patrick.hine@lpl.com

Suzanna Jobe

Client Services Associate

suzanna.jobe@lpl.com

Amy Wente

Administrative Associate

amy.wente@lpl.com

^{Getting Started}Four 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.

^{Weekly Market Commentary}Stay Informed.

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

Sigmon Wealth ManagementAbout Us