Hi, I’m Stephanie Sammons, CERTIFIED FINANCIAL PLANNER™ and founder of Sammons Wealth Management, an independent fee-only (no commissions) advisory firm.
In my 20+ years as a financial advisor and through my own corporate and entrepreneurial experience, I’ve developed an expertise in serving successful women business owners and professionals.
I’m also passionate about serving the LGBTQ community. Those of us who are part of this community share common experiences, struggles and family dynamics, all of which influence our financial wellbeing. Inclusivity, diversity and giving back to the LGBTQ community are important values of my firm.
Let me ask you a few questions…
- Do you feel unorganized when it comes to your financial life?
- Do you have a comprehensive financial plan in place to help you stay on track toward your goals?
- Are you invested appropriately for your risk comfort level?
- Are you going through a financial transition such as a career change, divorce or new marriage, inheritance, or death of a spouse?
- Are you paying high fees and getting very little service from your current advisor? (or do you know?)
If these questions resonate with you, it may be a good time to re-evaluate your financial situation and get a second opinion.
I’m passionate about helping women who are responsible for their own financial success. If you’re ready to take charge of your wealth, I’ll help you gain greater clarity, peace of mind, and provide you with ongoing support along the way.
My clients are primarily women business owners and professionals earning six-figure incomes with $500,000 to $5,000,000+ in investable assets, and either working toward their Ideal Retirement Lifestyle™ or recently retired.
If you’d like to schedule a no obligation introductory call with me, scroll down to the bottom of this page and tell me more about you. If you want to learn more about how my services work, click the button below.
What You Can Expect
Strategic Financial Planning
Comprehensive, interactive financial planning designed to organize your financial life and glide you toward your specific financial life goals.
A high quality, diversified, tax-efficient investment portfolio that is aligned with your specific financial life goals and risk comfort level.
A FLAT annual advisory fee (assessed quarterly) that is fair, transparent, and based on the complexity of your situation. No commissions, hidden fees, or percentage-based asset fees.*
*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/or 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 financial goals, concerns, and Ideal Retirement Lifestyle™
Create your comprehensive personalized financial plan
Align your savings and investment portfolio with your financial plan
Minimize your risk, taxes, and fees
Receive ongoing check-ins, coaching, and support
When it Comes to Your Wealth, Experience Matters.
Stephanie Sammons, founder and CEO of Sammons Wealth, is a CERTIFIED FINANCIAL PLANNER™ and Investment Manager with more than 20 years of experience helping her clients plan and manage their financial lives.
Stephanie spent 15 years of her career with global financial services firms serving in leadership roles with both Merrill Lynch and UBS prior to starting her own advisory firm.
Stephanie is also author of the #1 Amazon best-selling business book, Linked to Influence, and a professional singer-songwriter.
Sammons Wealth is an independent, fee-only (no commissions or products) financial advisory firm. We put the best interests of our clients first and our financial advice is 100% objective, never influenced by a parent financial corporation or institution.
Although our firm is based in Dallas, Texas, we serve clients nationwide. We custody our client assets with TD Ameritrade.
CFP®, Founder and CEO