Hi, I’m Stephanie Sammons, CERTIFIED FINANCIAL PLANNER™ and founder of Sammons Wealth Management, an independent fee-only (no commissions) advisory firm.

In my 20+ years as a financial advisor and through my own corporate and entrepreneurial experience, I’ve developed an expertise in serving successful women business owners and professionals.

I’m also passionate about serving the LGBTQ community. Those of us who are part of this community share common experiences, struggles and family dynamics, all of which influence our financial wellbeing. Inclusivity, diversity and giving back to the LGBTQ community are important values of my firm.

Let me ask you a few questions…

• Do you feel unorganized when it comes to your financial life?
• Do you have a comprehensive financial plan in place to help you stay on track toward your goals?
• Are you invested appropriately for your risk comfort level?
• Are you going through a financial transition such as a career change, divorce or new marriage, inheritance, or death of a spouse?
• Are you paying high fees and getting very little service from your current advisor? (or do you know?)

If these questions resonate with you, it may be a good time to re-evaluate your financial situation and get a second opinion.

I’m passionate about helping women who are responsible for their own financial success. If you’re ready to take charge of your wealth, I’ll help you gain greater clarity, peace of mind, and provide you with ongoing support along the way.

My clients are primarily women business owners and professionals earning six-figure incomes with $500,000 to $5,000,000+ in investable assets, and either working toward their Ideal Retirement Lifestyle™ or recently retired.

If you’d like to schedule a no obligation introductory call with me, scroll down to the bottom of this page and tell me more about you. If you want to learn more about how my services work, click the button below.