Your Peace-of-Mind in Retirement Starts Here.
Guiding 50+ LGBTQ and women professionals to and through retirement.
Create a Plan for Your Ideal Retirement
Planning is the key to peace-of-mind in retirement.
Retirement Planning Driven by your vision and values
Designing Your Retirement Paycheck
Investing smarter to and through retirement
Reduce taxes now and in retirement
Social Security Timing and Medicare Guidance
Long-term Care, Estate, and legacy Planning
Who We Serve
Our clients are 50+ professionals who have accumulated a minimum of $750k in investment and retirement savings.
Despite hard-won gains in equality on the legal front and in the workplace, we still face challenges and must plan differently for retirement.
By 2030, women will control two-thirds of the nation’s wealth. As women, we are also living longer and healthier lives. That means we need to plan for a longer retirement.
When spouses and partners are in harmony with their finances, good things happen. We help couples who are equally committed to planning for their ideal retirement together.
Are We a Good Fit for Working Together?
You Value a One-on-One Relationship
You appreciate a one-on-one relationship with a trusted partner who is accessible to you, understands your deepest goals, needs, and concerns, and gives you unwavering guidance.
You Value Experience & Expertise
You understand that experience matters during both good and bad times. Stephanie Sammons is a seasoned veteran who has been guiding her clients to and through retirement for more than 25 years.
You Want to Take Charge of Your Wealth
You have accumulated $750k+ of investment and retirement savings. You don’t want to hope for the best with your retirement. You want to have a plan that is deliberate and intentional.
Welcome to Sammons Wealth Management
I’m Stephanie Sammons, Founder and Owner of Sammons Wealth Management. As an experienced Certified Financial Planner™ Professional, I’ve been guiding clients to and through retirement for 25+ years.
Sammons Wealth is boutique retirement planning and investment management firm serving 50+ LGBTQ and women professionals. We are a small firm by design and we go deep with our clients. We will guide you through the many facets of retirement step-by-step so that you can focus on your goals and dreams. Our clients deeply appreciate our commitment to a personal relationship, high level service, and attention to detail.
Sammons Wealth is a fiduciary advisory firm. That means we do not sell products, charge commissions, or accept third party fees. We are a firm rooted in the values equity, diversity, and inclusion.