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Sigma Wealth Advisors - Northwestern Mutual

Sigma Wealth Advisors - Northwestern Mutual

Financial ServicesFlag of USBaton Rouge, Louisiana, United States1-10 Employees

Company overview

Headquarters1 Smart Way , Suite 101, Northwestern Mutual, Baton Rouge, LA 70810, US
Website
NAICS52
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
Founded2020
Employees1-10

Key Contact at Sigma Wealth Advisors - Northwestern Mutual

Flag of US

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.

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Sigma Wealth Advisors - Northwestern Mutual revenue & valuation

Annual revenue$342,220
Revenue per employee$86,000
Estimated valuation?$1,100,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Sigma Wealth Advisors - Northwestern Mutual has never raised funding before.

Frequently asked questions

Sigma Wealth Advisors - Northwestern Mutual is located in Baton Rouge, Louisiana, US.
Sigma Wealth Advisors - Northwestern Mutual was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.
Sigma Wealth Advisors - Northwestern Mutual has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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