Take Charge of Your Wealth in Midlife.

Align your financial life today with your vision for tomorrow.

As Seen In

Where Are You Now in Your Unique Financial Life Journey?

You need a retirement roadmap that tells you when can you retire and how much you will need to sustain your ideal lifestyle.

You want to make sure you have the right investment mix for growing, but also protecting the wealth you've accumulated.

You want to work with a trusted, experienced CERTIFIED FINANCIAL PLANNER™ who shares your progressive beliefs and values.

You need guidance through one of life's major transitions such as changing jobs, nearing retirement, or receiving an inheritance.

Stephanie Sammons, CFP®

Stephanie Sammons, CFP®

Founder & CEO

I’m Stephanie Sammons, a Fee-Only CERTIFIED FINANCIAL PLANNER™ and Wealth Manager with more than 20 years of experience serving LGBTQ clients.

As an experienced LGBTQ financial planner, I specialize in serving LGBTQ professionals (and LGBTQ-friendly allies). My clients value personalized guidance and a comprehensive planning-based approach to wealth management.

The Sammons Wealth Management Company is based in Dallas, Texas and we serving clients nationwide. 

Client assets managed by Sammons Wealth Management are held at TD Ameritrade Institutional, a reputable and respected partner to Registered Investment Advisors. 

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

Pin It on Pinterest