Take Charge of Your Wealth.

I’m Stephanie, and my mission is to help you get clear on your financial goals and take charge of your wealth.

Welcome to Money in Midlife™

Hi, I’m Stephanie Sammons, a Fee-Only Certified Financial Planner™ and Investment Manager. Although my clients come from all walks of life, I am primarily focused on helping individuals and couples in ‘midlife’ clarify their financial goals and take charge of their wealth.

Midlife is that central period between the ages of 45 and 70 where we spend time reassessing our current lives and think more about how we want to live out the rest of our lives.

Midlife is also a critical time to get your financial life in line with your vision for the future. How do you want to spend your time in this next phase of life? What steps should you be taking now to create your ideal financial future? What is your vision for retirement? How much will your ideal financial future cost?

Some of the issues you may be concerned with today are:

  • defining your ideal financial future
  • organizing and gaining more control over your financial life
  • preparing for a secure retirement
  • caring for aging parents or handling a new inheritance
  • navigating a major life transition such as new marriage/divorce or job change
  • managing an inheritance
  • getting a second opinion on your investment portfolio
  • minimizing your taxes

From developing your Personal Wealth Roadmap™ to providing ongoing guidance, management, and support, I can help you clarify your financial goals so you can achieve them.

Click the button below to complete a short questionnaire and schedule a complimentary 30 minute introductory call with me.

Who I Help

Although my clients come from many walks of life, I focus on serving the following people:

Executives and Managers

Business Owners

Independent Women

Women in Transition

LGBTQ Professionals

LGBTQ Couples and Families

How Can I Best Help You?

I want to gain more control over my wealth.

Your financial life has become more complex and you don’t have the time nor expertise to manage it all on your own. You know it’s time to take charge of your wealth and get a plan in place.

Yes

I want more clarity about my financial future.

You’ve been saving and accumulating assets for your future, but you’re not sure if you are on the right track and want to do everything possible to achieve your ideal retirement.

Yes

I want to feel comfortable with my financial advisor.

You want to work with an advisor who is not only transparent, trustworthy, and experienced, but who also understands your unique family dynamic, goals, and dreams.

Yes

I want help through a major life transition.

You want help navigating through a major life transition such as a career change, new marriage or divorce, inheritance, loss of a spouse or partner, sale of a business, or retirement.

Yes

Stephanie Sammons, CFP®

Founder/CEO

When it Comes to Your Wealth, Experience Matters.

Stephanie Sammons, CFP®, is founder/CEO of Sammons Wealth Management and a veteran financial advisor. As a former senior manager at both Merrill Lynch and UBS, she has been serving high net worth clients for more than 20 years.

Sammons Wealth Management is an independent, fiduciary and fee-only advisory firm. This means that we take a fiduciary oath to put the best interests of our clients first and our financial advice is 100% objective.

As a fee-only advisor, we do not sell financial products, charge commissions or accept referral fees. We offer our clients a flexible service model where pricing is completely transparent and based on the complexity of your situation. (Our services are most suitable for clients who have $500k or more in investable assets)

Although we are based in Dallas, Texas, we serve clients nationwide. Our client assets are held at TD Ameritrade, a respected partner to independent advisors and one which aligns with our fiduciary values.

 

Partnerships and Affiliations

Stephanie Sammons, Certified Financial Planner and NAPFA Member
Stephanie Sammons, Dallas Certified Financial Planner

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