Semmax

Semmax Financial Group, Inc. is a full-service wealth management and retirement planning firm with offices in Winston-Salem and Greensboro, North Carolina. Founded in 2003, Semmax was built on a foundation of personalized service and a deep understanding of individual client needs. We believe in empowering clients to achieve financial wellness and enjoy the freedom that comes with retirement.

Our Mission

Our mission is to ensure our clients focus more on their life and less on their money. We partner with individuals and families to create customized plans that address their unique financial goals and concerns.

Our Expertise

Semmax offers a comprehensive range of services to cater to all aspects of wealth management and retirement planning:

Wealth Management

• Comprehensive investment and portfolio management
• Retirement planning and analysis
• Estate and legacy planning
• Wealth preservation strategies

Retirement Planning

• Goal-based retirement planning
• Investment management for IRAs and 401(k) plans
• Pension optimization
• Roth conversions and traditional IRA strategies

Life Insurance

• Comprehensive needs analysis and risk assessment
• Term life insurance solutions
• Whole life insurance review and options

Annuities

• Understanding the different types of annuities and their benefits
• Developing an annuity strategy that aligns with your needs and goals

Our Approach

At Semmax, we take a holistic approach to financial planning. We work with you to:

• Understand your unique financial goals and risks
• Develop a personalized financial plan
• Implement and monitor your plan
• Make necessary adjustments over time

Our Commitment

Semmax is committed to providing exceptional client service and building strong, lasting relationships. We are passionate about helping our clients achieve financial peace of mind and enjoy their retirement.