I’m Stephanie Sammons, founder and president of Sammons Wealth Management. As an experienced Certified Financial Planner® Professional, I’ve been guiding clients to and through retirement for more than 25 years.

Sammons Wealth is boutique comprehensive planning and wealth management firm serving 50+ women professionals, managers, and executives. My ideal clients are highly compensated, and in many cases have different forms of compensation (deferred comp plan, RSU’s, NQSO’s). They are busy, successful women who want to work with a trusted financial partner who can guide them to and through retirement, given all of the aspects of their complex financial lives 

Sammons Wealth is a small firm by design. My clients deeply appreciate my commitment to personalized service, customized planning, accessibility, 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. Our client investment and retirement account assets are held at Charles Schwab.