Achieve Financial Peace of Mind in Midlife.

Define your 'second-half' life goals. Plan with purpose. Master your money.
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Personal Wealth Planning and Investment Management for

Midlife Professionals

Align your financial actions and assets today with your vision for tomorrow.

Gain greater clarity for when you can retire, how much you will need, and how long it will last.

Feel confident and comfortable working with an experienced Fee-Only Fiduciary CFP®.

Get help through life's major transitions that happen along the road to retirement.

A Personalized ‘3D’ Financial Planning Process for Midlifers

Midlife, defined as the central life period between age 40 to 65, is a critical time for making your best financial decisions. Engage in a financial planning process that considers the 3 major dimensions of YOU.

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Your Wealth

Your financial resources. Your financial life goals and dreams. Your future financial security. Your legacy.

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Your Wellness

Your physical and mental well-being. Your family and friends. Your hobbies, interests, and passions.

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Your Work Life

Your career or business. Your professional contribution, community involvement, and charitable causes.

Stephanie Sammons, CFP®

Stephanie Sammons, CFP®

Founder/Owner

I’m Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ Professional with more than 20 years of experience in helping my clients manage their wealth and achieve their life goals.

Although my clients come from all walks of life, I primarily focus on serving independent women and LGBTQ professionals who are in midlife.

As a Fee-Only Fiduciary Financial Advisor, I provide comprehensive financial planning and investment management to my clients for an annual flat fee that is billed quarterly.

Client assets 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, serving clients nationwide. 

Partnerships and Affiliations

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

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