Where Are You Now?
You want to ensure you are making the best financial decisions today to secure your financial future tomorrow.
You want greater clarity on when you can retire, how much money you will need, and how long it will last.
You want to work with a financial advisor who understands your unique family dynamic and life experience.
You want help through a major life transition such as a career change, retirement, new marriage or divorce.
Proudly Serving the LGBTQ Community and Supporters 🏳️🌈
Although our clients come from all walks of life, we focus on serving LGBTQ individuals and couples nationwide.
Your Better Wealth Decisions™ Process
STEP 1: Analyze your current financial situation, resources, life goals, and decision points.
STEP 2: Create your personalized Better Wealth Decisions™ roadmap to align your financial actions and assets with your life goals.
STEP 3: Provide ongoing guidance, expertise, support and coaching to help you make Better Wealth Decisions™ on a daily, monthly, yearly, and lifelong basis.
Stephanie Sammons, CFP®
Founder Sammons Wealth Management
Serving Modern Families for 20+ Years 🏳️🌈
Hi. I’m Stephanie, founder of Sammons Wealth Management.
As a fiduciary, fee-only Certified Financial Planner™ and Wealth Manager, earning your confidence and trust is my number one priority. I value personal relationships in business and so do my clients, especially in the digital “everything” age.
In my years as a financial advisor, I have developed a deep understanding of the consequences of poor wealth decisions and indecision. Both can be detrimental to achieving your life goals.
That’s why my mission is helping my clients make the best possible financial decisions that are aligned with what they truly value and want out of life. I call this Better Wealth Decisions™.
Although my clients come from all walks of life, I am passionate about serving my people in the LGBTQ community.