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 October 1, 2025, assets under management have grown to $4.5 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 $8.5 billion in assets under management as of October 1, 2025, NorthRock’s unique Personal Office® model serves a broad and expanding client base, delivering bespoke, personalized advisory services—from investments and tax preparation to estate planning and philanthropic giving—all under one roof.
Sammons Wealth Management acquired Wealthcare LLC in 2025. As of October 1, 2025, Wealthcare managed $9.5 billion in assets, providing platform and investment solutions to its affiliated advisor network. Wealthcare Capital Management is known for its goals-based wealth management platform, GDX360. They help advisors and investors create personalized financial plans that align with life goals like retirement, education, or starting a business. Wealthcare also offers support services to financial advisors, including business operations and compliance. This collaboration is a significant milestone and affirms our commitment to growing in the financial services industry and elevating the client experience.