Michael Sigmon, CPWA, CFP

Building, managing, transitioning and protecting wealth for a select group of clients is my passion and my honor. I do this by focusing on the four cornerstones of wealth: Investments, Liability Management, Risk Management, and Fiduciary Services. My process begins by listening to my clients and understanding their current situation, past experiences, and future goals. With the information my clients share with me, I'll develop objective, unbiased and cost-effective strategies to help them achieve their objectives. Then, I'll evaluate the performance of their investment plans, suggesting adjustments for material changes in the markets or whenever there are material changes in their lives or the lives of their family members. I graduated cum laude from the University of Georgia (UGA), which included two terms studying at Oxford University in England as part of the UGA at Oxford program. I also served as an Army Intelligence Officer in Operation Iraqi Freedom and am a Lieutenant Colonel in the NC Army National Guard. I have over 20 years of financial services experience and am CERTIFIED FINANCIAL PLANNER ? professional. I am dedicated to advanced training and professional development and rendering my judgment with skill, care and caution. My background and advanced training allow me to work closely with your other trusted professional partners to ensure your investment plan aligns with your overall goals. I strive every day to be the best husband and father that I can, and to merit the trust and respect of clients and colleagues. Thank you for your consideration.