Hi, I’m Stephanie Sammons, CERTIFIED FINANCIAL PLANNER™ and founder of Sammons Wealth Management, an independent fee-only financial advisory firm based in Dallas, Texas serving clients nationwide.

In my 20+ years as a financial advisor and through my own corporate and entrepreneurial experience, I’ve developed an expertise in helping women plan, manage, and protect their wealth. (I do work with men and couples too!)

I’m also passionate about serving individuals and couples in the LGBTQ community as I’m intimately familiar with the dynamics and financial challenges we face. Inclusivity, diversity and giving back to the LGBTQ community are important values of my firm.

My firm was founded on delivering 3 ‘pillar’ promises to my clients to provide them with greater financial clarity, confidence, and security: Strategic Financial Planning – Smart Investing – Sensible Fees

If you don’t have a financial plan that clearly defines your goals, are uncertain about how much risk you are taking, paying too much in fees and/or taxes on your investments, or don’t hear from your financial advisor often enough, it may be time for a second opinion.

In addition, if you’re going through any kind of life transition such as a career change, new marriage (or divorce), inheriting assets, nearing retirement (or recently retired), it’s also a good time to review your financial situation.

My financial planning and wealth management services are best suited for clients who have between $500,000 and $10 Million in investable assets. However, I have no set minimums.

If you’re ready to take the next step toward gaining greater clarity, confidence, and peace of mind with your financial life and future, let’s have a conversation.

To schedule a no-obligation introductory call with me, scroll down to the bottom of this page and tell me more about your situation. If you want to learn more about how my services work, click the button below.