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

Getting Started

 

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

Understanding Money Market Funds

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Finding the Balance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

How to Read Your Credit Report

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

 

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

The Business Cycle

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

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Saving for College 101

Here's a crash course on saving for college.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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.

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