What is Your Ideal Retirement Vision™?
Will your retirement lifestyle be a time of Reinvention (new business or career), Recreation (travel and experiences), Relaxation (family, hobbies, interests) or a combination thereof?
At Sammons Wealth, we help you plan, shape, and progress toward your Ideal Retirement Vision™ so that you can gain greater clarity, control, and confidence with your wealth.
Helping Women Who Are Growing Wealth
Hi, I’m Stephanie Sammons, Founder and CEO of Sammons Wealth and CERTIFIED FINANCIAL PLANNER™.
If you’re a business professional, entrepreneur, or a woman in charge of the wealth in the family, you are in the right place!
It is my mission to help you gain greater clarity, control, and confidence with your wealth so that you can create the ideal retirement lifestyle you deserve and desire.
I’m also committed to serving and have a deep understanding of the unique needs of LGBT women. Inclusion, diversity, and giving back to the LGBT community are core values of my firm.
Are you in midst of a major life or career transition? Looking for a thoughtful second opinion? Nearing the next ‘retirement’ phase of your life? Suddenly in charge of the wealth? Or just wanting more clarity on where you stand in light of your financial goals?
Let me help you create your personal Ideal Retirement Vision™.
How We Help
Strategic Financial Planning
A comprehensive financial plan designed to simplify your financial life and glide you toward your Ideal Retirement Vision™.
A tax-efficient, low-cost, diversified portfolio aligned with your goals and your risk comfort level, with periodic rebalancing.
A flat annual advisory fee (billed quarterly) that is based on the complexity of your situation and fully transparent*.
*Does not include internal expenses charged directly by ETF or mutual fund companies. We strive to keep these expenses under .30%.
Our wealth planning and management programs are best suited to those women and couples who are earning six figure incomes and have investible assets of $500,000 or more. However, we have no set income or asset minimums.
The Sammons Wealth 5-Step Process
Define your Ideal Retirement Vision™
Create your comprehensive, personalized wealth plan
Construct your portfolio to align with your wealth plan
Minimize your risk, taxes, and wealth management fees
Ongoing check-ins, coaching, and support
As a CERTIFIED FINANCIAL PLANNER™ and Investment Manager, I’ve been helping my clients plan, manage, and protect their wealth for more than 20 years.
I value having a personal relationship with my clients, and your trust is my number one objective. My mission is to help you gain greater clarity, control, and confidence with your wealth.
Sammons Wealth is a fiduciary, fee-only (no commissions) independent advisory firm. That means your interests always come first and my recommendations are 100% objective, never influenced by any parent financial corporation or institution.
It also means that my fees are fair and fully transparent.
CFP®, Founder and CEO