About Sammons Wealth ManagementSM
Sammons Wealth Management
Starting in 2021, Sammons Financial Group took the first steps into the wealth management space through its acquisition of Beacon Capital Management—a next-generation registered investment advisory (RIA) firm and turnkey asset management program (TAMP) dedicated to fundamentally improving the science of investing for fee-based financial advisors and institutions and the clients they serve. Founded in 2000, Beacon Capital aims to provide long-term investors with innovative portfolio management solutions that work to capture gains while seeking to limit losses from market volatility. As of September 2024, assets under management have grown to more than $4 billion. The acquisition enables Sammons Financial Group to offer cutting-edge products to help today’s investor fulfill their retirement strategy – from life insurance and annuities through investments and retirement planning solutions.
Sammons Wealth Management Group further grew in 2023 after Sammons Financial Group entered a strategic partnership with NorthRock Partners, a full-service financial and lifestyle advisory firm. With more than $6.5 billion in assets under management, NorthRock’s unique Personal Office® model already serves more than 2,300 clients, delivering bespoke, personalized advisory services — from investments to tax preparation to estate planning to philanthropic giving — all under one roof.