Take Charge of Your Wealth

Define, create, and realize your Ideal Retirement Lifestyle™.

Learn How

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Hi, I’m Stephanie Sammons, an experienced Certified Financial Planner™ and founder of Sammons Wealth Management, an independent fee-only financial advisory firm serving clients nationwide.

I help my clients define, create, and realize their Ideal Retirement Lifestyle™ through strategic financial planning, smart investing, and sensible fees. My clients are typically independent women, couples, and same-sex couples who are moving to or through retirement.

Financial planning is the starting point and foundation for my client relationships. Whether you want your Ideal Retirement Lifestyle™ to be a time of reinvention, recreation, relaxation (or all of the above), planning is the key to achieving and sustaining your long-term financial well-being.

If you don’t have a detailed financial plan that clearly defines your goals, are uncertain about how much risk you are taking, paying too much in portfolio management fees or taxes, or don’t hear from your financial advisor often enough, it may be time for a second opinion.

If you’re going through a life transition such as a career change, new marriage (or divorce), inheriting assets, nearing retirement (or recently retired), moving, or selling a business, it’s also a good time to review your financial situation.

Sammons Wealth Management services are best suited for clients who have between $500,000 and $10 Million in investable assets. However, we have no set asset-based minimums.

If you’re ready to take the next step toward gaining greater clarity, confidence, and peace of mind with your financial life and future, let’s have a conversation.

To schedule a no-obligation introductory call with me, scroll down to the bottom of this page and tell me more about your situation. If you want to learn more about how my services work, click the button below.

How We Help

Strategic Financial Planning

Comprehensive, interactive financial planning designed to organize your financial life and glide you toward your specific financial life goals.

Smart Investing

We don’t just follow the herd. We build high quality, diversified, tax-efficient investment portfolios that are designed to achieve your financial goals and reduce your risk.

Sensible Fees

A flat annual advisory fee (assessed quarterly) that is sensible, transparent, and based on the complexity of your situation. No commissions, hidden fees, or percentage-based asset fees.*

*Does not include internal expenses charged directly by ETF or mutual fund companies. We strive to keep these expenses under .30%. 

Our financial planning and wealth management services are best suited to clients who have between $500,000 and $10 Million in investable assets. However, we have no set minimums.

The Sammons Wealth 5-Step Process


Define your financial goals, concerns, and Ideal Retirement Lifestyle™


Create your comprehensive personalized financial plan


Align your savings and investment portfolio with your financial plan


Minimize your risk, taxes, and fees


Receive ongoing check-ins, coaching, and support

When it Comes to Your Wealth, Experience Matters.

Stephanie Sammons, founder and CEO of Sammons Wealth, is a CERTIFIED FINANCIAL PLANNER™ and Investment Manager with more than 20 years of experience helping her clients achieve greater financial clarity and security.

Stephanie spent most of her career with global financial services firms serving in leadership roles with both Merrill Lynch and UBS prior to starting her own advisory firm. She has been a CFP® practitioner since 2005. Stephanie is also a bestselling author, speaker, and professional singer-songwriter.

Sammons Wealth delivers strategic financial planning and wealth management services for a flat annual fee (billed quarterly) based on the complexity of the client’s situation. We do not sell products or charge commissions. Our clients’ best interests come first, and our financial advice is 100% objective never influenced by a parent financial corporation or institution.

Although our firm is based in Dallas, Texas, we serve clients nationwide. We custody client assets with TD Ameritrade, a respected partner to independent advisors and one which aligns with our fiduciary values.

Stephanie Sammons

Stephanie Sammons

CFP®, Founder and CEO

Schedule a Complimentary Introductory Call With Stephanie:

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