Your Peace-of-Mind in Retirement Starts Here.
Guiding high net worth professionals over 50 to and through retirement.
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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 my clients to and through retirement for 25+ years.
We work with 50+ women and LGBTQ professionals who have accumulated $1M+ of investment assets and retirement savings. Our clients look to us to help them with in-depth retirement planning, tax planning, investment management, and retirement income design. They appreciate the attention to detail, guidance, and care that we provide as they enter into the life phase of retirement.
Sammons Wealth is a boutique fiduciary advisory firm that values equity, diversity, and inclusion. We are a small firm by design and we go deep with our clients.
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 want greater clarity, confidence, and peace-of-mind in retirement.
LGBTQ Professionals
Despite hard-won gains in equality on the legal front and in the workplace, we still face challenges and must plan differently for retirement.
Women Professionals
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.
Couples
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.
The Key to Your Ideal Retirement is Planning
Professional Affiliations
