I’m Stephanie Sammons, founder and CEO of Sammons Wealth Management. I’m a highly experienced, Fee-Only CERTIFIED FINANCIAL PLANNER™ and wealth manager who specializes in serving independent women and LGBTQ women professionals in midlife.
As a fiduciary, Fee-Only Registered Investment Advisor (RIA), I do not sell products, charge commissions, or accept fees from third parties. I believe in forming close relationships with my clients to understand every aspect of their personal goals and values.
Client assets managed by Sammons Wealth are held at TD Ameritrade Institutional, a respected partner to independent advisors and one which aligns with my fiduciary values
Sammons Wealth Management is based in Dallas, Texas, and serves clients nationwide.