Planning-based Wealth Management for LGBTQ Professionals.
Align your financial assets and actions with your unique life goals.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®
Founder & CEO
I’m Stephanie Sammons, a Fiduciary Fee-Only CERTIFIED FINANCIAL PLANNER™ and Wealth Manager with more than 20 years of experience in guiding my clients.
As an experienced LGBTQ financial planning-based wealth manager, I specialize in serving LGBTQ professionals (and LGBTQ-friendly allies) who are in midlife moving toward retirement.
The clients who benefit most from working 1-on-1 with me are typically within 5 to 15 years from retirement and have financial assets over $750k.
Sammons Wealth Management is a boutique LGBTQ wealth management firm based in Dallas, Texas and serving clients nationwide.
Client assets managed by Sammons Wealth are held at TD Ameritrade Institutional, a respected partner to independent, Registered Investment Advisors who are Fiduciaries.
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