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Our Advantage

Our Commitment

Our dedicated commitment to excellence ensures we always act in our client’s best interest, utilizing state-of-the-art 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.

Our Advisor Alliance

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. Having been in the business for so many years, we have been trained on the latest investment strategy techniques while accessing the most innovative technology platforms. Our skill sets blend to create a unified team with a deep level of knowledge in the investment world. Our collective backgrounds in investment planning, estate planning, financial planning, insurance services, and banking represent a distinct and broad knowledge base.

Research and Analysis

We use one of the strongest research engines in the business to drive our strategic planning and financial counseling. As registered representatives of LPL Financial, we have available the most extensive data collection and analysis of the market today. LPL Financial is the largest independent broker/dealer in the country (based on total revenues, Financial Planning Magazine, June 1996-2015). With its size and commitment to professional excellence, LPL Financial provides:

  • State-of- the-art technology
  • Innovative investment tools
  • Due diligence and objective research
  • Access to world-class managers
  • Superior back-office support, regulatory expertise and oversight

Independent Advice

In contrast to some of today’s investment managers, we do not offer access to proprietary products and do not engage in investment banking activities. The norm for many of the familiar names in the investment business is to offer mutual funds, alternative investments and other investment banking products tied to their own institutionsAs independent financial consultants we are able to invest with any provider and our allegiance is strictly to our client. You are our priority, and we offer objective recommendations that integrate a broad scope of investments to help meet your needs.