


Sigma Wealth Advisors - Northwestern Mutual
Financial Services • Baton Rouge, Louisiana, United States • 1-10 Employees
Company overview
| Headquarters | 1 Smart Way , Suite 101, Northwestern Mutual, Baton Rouge, LA 70810, US |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Business Succession Planning, 401K, Retirement Planning, Executive Benefits, Estate Planning, Investment Management, Employee Benefits Consulting, Education Funding, Life Insurance Planning, Key Person Insurance, Tax Efficiency, Holistic Approach, Long Term Care Planning, Charitable Giving, Corporate Retirement Plans, Wealth Distribution Planning, Corporate Investment Management, Personalized Financial Plans, Disability Income Insurance Planning |
| Founded | 2020 |
| Employees | 1-10 |
Key Contact at Sigma Wealth Advisors - Northwestern Mutual
Lindsey Mcbride
Director of Operations and Insurance Operations
About Sigma Wealth Advisors - Northwestern Mutual
We are all naturally drawn to things that are urgent, but rarely important. In order to enjoy the people and things you love the most, you must remove unnecessary stress from your life. At SIGMA Wealth Advisors, we work to help you develop a bigger vision so you can focus on what is important but not always urgent. This allows you to be the best version of yourself - as a spouse, parent, sibling, son or daughter, business owner - whatever it may be to you. Nobody will care more about your financial wellbeing than us unless they have your last name. Ultimately, all people will suffer one of two pains - the pain of discipline or the pain of regret. We are able to be your pain of discipline. The pain of regret weighs a lot more, and by the time you get there, it is too late and you cannot turn back time. Without a vision and plan, there is no way to define what a good job looks like. As a firm, we believe in a goal-focused and planning-driven approach. Through an in-depth discussion about what is most important to you, we tie the vision to an actionable plan we help you execute. We believe an actionable plan that works is infinitely better than a plan that never gets started. Given our in depth knowledge of your vision, we create a goal-focused plan with an emphasis on the highest probability of success and the least amount of risk. We start by giving you a snapshot of your current trajectory, and then spend time identifying customized recommendations and an action plan to change your trajectory to be in line with your vision. The number one reason financial plans fail is a lack of action. At SIGMA Wealth Advisors, there is a clear call to action. For us, it is important that you are not acting alone. We grow alongside you keeping you accountable and honest with yourself. This is the practical way we are able to decrease your stress around money. Our clients consistently say they are more confident with us walking with them.
Sigma Wealth Advisors - Northwestern Mutual revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Sigma Wealth Advisors - Northwestern Mutual has never raised funding before.
Frequently asked questions
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