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.