We help business owners and successful individuals make decisions wherever they are in their financial lives.
We work with auto dealers to rev up their reinsurance programs.
Our Priority.AtDarnall Sikes Wealth Partners, we provide wealth management services, and much more. We have the investment, tax, and business insights needed to advise clients on strategies for growing their income and personal wealth no matter where they are in their financial lives.
Born out of a CPA firm, we also have the business savvy needed to provide tax-conscious advice.
Contact us for a free, no-obligation consultation.
Contact us to help with your reinsurance investments.
At Darnall Sikes Wealth Partners, we offer a broad range of wealth management services and expertise to high net worth individuals, business owners and their families. Our advisors work with you closely, creating wealth management solutions tailored to your unique needs and desires no matter where you are in your financial life.
With more CERTIFIED FINANCIAL PLANNERTMprofessionals than many firms, our team also includes MBAs and an attorney, with more than 150 years of combined tax and financial advisory experience. This unique pedigree allows us to advise on tax, business, and personal implications of your financial decisions and help you plan for your success. Our team also has specialized expertise related to select niche industries and challenges, including reinsurance programs for auto dealers and furniture dealers.
In addition to our expertise on tax-optimized investments, we provide legacy and estate planning, retirement planning, education funding and risk management services. And because were fully independent, we serve only your interests, not those of any financial institutions.
At Darnall Sikes Wealth Partners, we have your future covered.
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC.
Investment advisory services offered through 1st Global Advisors, Inc.
Insurance services offered through 1st Global Insurance, Inc.
We currently have individuals registered to offer securities in the states of AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, LA, MO, MS, MT, NC, NM, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, and WY.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.