Private Wealth Management for Women Professionals in Midlife.
A boutique financial planning firm for affluent women professionals.
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Where Are You Now in Your Unique Financial Journey?
You want to make sure you have the right investment mix for growing, but also protecting the wealth you've accumulated.
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 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.
A Financial Partner to Professional Women in Midlife
Stephanie Sammons, CFP®
Founder/Owner
I’m Stephanie Sammons, Founder/CEO of Sammons Wealth Management. I’m a Fee-Only CERTIFIED FINANCIAL PLANNER™ and Wealth Manager with more than 20 years of experience.
My firm specializes in serving successful and affluent women professionals who are in midlife. My typical client is earning a six figure income, has $750k+ in investable assets, and has a more complex financial life.
As a Fee-Only Registered Investment Advisor (RIA), we do not sell products, charge commissions, or accept referral fees from third parties.
Client assets managed by Sammons Wealth Management are held at our custodian, TD Ameritrade Institutional, a respected partner to independent advisors and one which aligns with the firm’s fiduciary values
Sammons Wealth Management is based in Dallas, Texas and serving clients nationwide.
Partnerships and Affiliations
