Smart financial planning for midlife professionals.
I'm Stephanie. My mission is to help you take charge of your wealth and gain greater financial peace-of-mind today about your future.As Seen In
Planning-based Wealth Management for Midlife Professionals.
Who We Help
You're a Busy Professional
You are successful manager, executive, or professional in midlife at the peak of your career.
You're a Delegator
You know that time is your most valuable commodity and you need an experienced financial guide.
Your Financial Life is Complex
You have a six-figure income, higher taxes, and minimum investable assets of $500k.
Let Me Help You Gain Financial Peace-of-Mind
Plan with Purpose
Will your retirement involve reinvention, relaxation, recreation, and re-education? Planning can make your vision a reality.
Invest Wisely
You’ve worked hard to build your nest egg. Your investment strategy should provide for growth, income, and longevity.
Minimize Taxes
Taxes become more complex as your earnings and assets grow. Proactive tax management can leave more money in your pocket.
Retire Smarter
Living well in retirement means making informed decisions today about your financial assets and income resources.
Stephanie Sammons, CFP®
Founder & CEO
I’m Stephanie Sammons, an Independent, Fee-Only CERTIFIED FINANCIAL PLANNER™ and wealth advisor with 20+ years of experience.
As a woman professional in midlife myself, I’m passionate about helping successful midlife professionals take charge of their wealth and gain greater financial peace-of-mind.
My clients tend to have six figure incomes, higher taxes, complex compensation and/or employee benefits, and have accumulated minimum investable assets of at least $500k.
Sammons Wealth Management is a boutique financial planning and wealth management firm based in Dallas, TX, also serving clients virtually nationwide.
Client accounts and assets managed by Sammons Wealth are held at TD Ameritrade Institutional, a respected partner to independent, Registered Investment Advisors who are Fiduciaries.
Professional Affiliations
