How Can I Best Help You?
I want to gain more control over my wealth.
Your financial life has become more complex and you don’t have the time or expertise to manage it all on your own. You know it’s time to take charge of your wealth and secure your financial future.
I want more clarity about my financial future.
You’ve been saving and accumulating assets for retirement, but you aren’t sure if you are on the right track and want to do everything you can to shape your ideal financial future.
I want to feel comfortable with my financial advisor.
You want to work with an advisor where you can have an authentic relationship, feel comfortable enough to ask any question on your mind, and trust that your best interests always come first.
I want help through a major life transition.
You need help navigating through a major life transition such as a career change, new marriage or divorce, inheritance, loss of a spouse or partner, sale of a business, or retirement.
This is Not Your Mom’s Retirement.
Hi, I’m Stephanie. As an experienced, fee-only CERTIFIED FINANCIAL PLANNER™ and Wealth Manager, I’ve been guiding my clients to and through retirement for more than 20 years.
I help my clients take charge of their wealth and make their ideal retirement vision a reality.
Although my clients come from all walks of life, my focus is providing in-depth financial planning, retirement planning, and total wealth management to women professionals and LGBT women who are moving toward retirement.
The truth is, there is a New Retirement Reality™ for women. We are on pace to control most of the nation’s wealth, yet we earn and save less than our male counterparts. At the same time, we are living longer and need more money to fund our retirement.
The concept of retirement is also changing. Traditionally viewed as an end-of-life phase, retirement is now considered to be an exciting time for for reinvention, renewal, reeducation, recreation, and of course, relaxation!
What is your ideal retirement vision? Do you have a plan? Are you aligning your financial assets and actions with your ideal retirement vision?
Rather than guessing at how your retirement may turn out, we’ll work together to create your unique retirement vision, set realistic goals, and align your financial assets and actions with your goals.
Stephanie Sammons, CFP®
When it Comes to Your Financial Life, Experience Matters.
Stephanie Sammons, CFP®, is founder/CEO of Sammons Wealth Management and a veteran financial advisor. As a former senior manager at both Merrill Lynch and UBS, she has been leading clients to and through retirement for more than 20 years.
Stephanie is also an entrepreneur, bestselling author, nationally known speaker, and professional singer-songwriter.
Sammons Wealth Management is an independent, fiduciary and fee-only advisory firm. This means that we take a fiduciary oath to put the best interests of our clients first and our financial advice is 100% objective. As a fee-only advisor, we do not sell financial products, charge commissions or accept referral fees.
Although we are based in Dallas, Texas, we serve clients nationwide. Our client assets are held at TD Ameritrade, a respected partner to independent advisors and one which aligns with our fiduciary values.