Hi, I’m Stephanie.
I can help you take control of your wealth and create year ideal financial future.
As founder of Sammons Wealth Management, I’m a CERTIFIED FINANCIAL PLANNER™ with more than 20 years of experience helping my clients take control of their financial lives and futures.
My clients come from all walks of life, but I mostly work with independent women who are in charge of their own financial success. I also work with LGBTQ individuals and couples.
As women, we face unique challenges that can threaten our financial futures such as the gender pay gap, not working as many years as our male counterparts, not saving and investing as much as we should be for retirement, living longer, and paying more for healthcare.
Most importantly, women in general tend to take a more passive approach when it comes to financial planning and investing rather than being proactive!
Does this sound like you: You have a six figure income and investment assets, but your current advisor is not a Certified Financial Planner™ and has never taken you through the financial planning process. You have no idea where you stand today in light of where you want to be tomorrow.
Or, perhaps you also aren’t sure if you are doing all the right things (or doing enough) to secure your financial future, paying too much in advisory fees and taxes, or taking more risk than necessary.
I am dedicated to helping you gain greater clarity about your financial and life goals today in order to create a more secure and comfortable financial future tomorrow.
Through my personalized planning and investment management process, we will work together to create your ideal financial future.
To learn more about what you can expect from working with me, click the button below. Or, go ahead and schedule a complimentary consult with me and let’s see if we are a good fit! (scroll to the bottom of this page and complete the short form)
How We Help
Sammons Wealth is an Independent, Fiduciary and Fee-Only financial planning and portfolio management firm. This means that we put your interests first and we don’t sell products or charge commissions. It also means that our advice is 100% objective and never influenced by a parent company or institution.
Financial planning is much more than your numbers. We begin with your life vision and values and weave in your financial resources when designing your Ideal Retirement Lifestyle™ plan.
Reaching your goals isn’t about tracking an index or timing the market. It’s about creating a risk-managed portfolio that aligns with your vision and values and keeps you on track.
No products, commissions, or percentage of asset fees here. We offer a sensible and transparent flat-fee structure that is consistent with the complexity of your financial and family situation.
Excellent service is expected. Our support goes beyond service to include being accessible to you, welcoming your questions, listening to your concerns, and keeping you updated.
Our financial planning and portfolio management services are best-suited for clients who have $500,000 or more in investable assets.
The Sammons Wealth 6-Step Process
#1)Define Your Ideal Retirement Vision™ and Core Values
#2)Develop Your Personalized Ideal Retirement Roadmap™
#3)Align Your Financial Assets with Your Ideal Retirement Vision™ and Values
#4)Coordinate Your Financial Life and Resource Management
#5)Minimize Your Retirement Risks, Taxes, and Fees
#6)Receive Ongoing Monitoring, Support, and Coaching
When it Comes to Your Retirement, Experience Matters.
Stephanie Sammons, CFP®, is founder Sammons Wealth Management and a veteran financial advisor with more than 20 years of experience.
Prior to forming Sammons Wealth, Stephanie was a former Vice President with a combined 15 years at Merrill Lynch and UBS. She is also a bestselling author, nationally known speaker, and professional singer-songwriter.
Sammons Wealth Management is an independent, fiduciary and fee-only financial 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. We do not sell financial products, earn commissions or referral fees, or charge a percentage of assets under management.
Our planning and portfolio management services are offered on a flat-fee basis determined by the complexity of the client’s financial and family situation. We also offer a fixed fee stand-alone financial planning service.
Although Sammons Wealth is based in Dallas, Texas, we serve clients nationwide. We custody client assets at TD Ameritrade, a respected partner to independent advisors and one which aligns with our firm’s fiduciary values.
Stephanie Sammons, CFP®