Wealth Planning

At Sigmon Wealth Management, your personal wealth advisor, supported by a qualified team of financial specialists, will work closely with you to develop a comprehensive wealth accumulation and preservation plan. We begin with an evaluation of your present financial status, identifying problem areas, and determining your needs and goals. Managing wealth is our business. We know how to deliver integrated plans and seamless services covering many areas from retirement and estate planning to investment management and trust services.

Risk Management

Our risk management team will evaluate your non-financial risks, such as umbrella coverage, long-term care coverage, life coverage, and medical coverage so an unexpected event does not become an obstacle to your future plans.

Estate Planning

Establishing an estate plan, as part of your comprehensive wealth plan, can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the multi-generational needs of children and grandchildren. We offer the following estate planning services:

• Coordinate with your attorney to implement your estate plan from beginning to end
• Re-title assets to help reduce or eliminate estate taxes
• Re-title your assets to avoid probate
• Periodic estate planning reviews

Tax Planning

Our tax services team will provide proactive tax assistance through our network of CPA's or work with your existing tax advisor to develop and implement strategies, allowing you to pay less in income taxes.

Trust Services

We provide access to comprehensive trust services customized to meet your individual needs through The Private Trust Company, N.A., an affiliate of LPL Financial. From Revocable Trusts and Charitable Remainder Trusts to Irrevocable Life Insurance Trusts, The Private Trust Company, N.A., provides the following services:

• Administration
• Tax Impacts/Reporting
• Compliance Matters
• Fiduciary Accountability

Business Planning

Our business professionals will consult with you to evaluate or establish employee retirement plans, executive compensation and business buy-sell/ continuity strategies, and explore how we can best meet your needs.