Hi, I’m Stephanie. I’m an experienced CERTIFIED FINANCIAL PLANNER™ and founder of Sammons Wealth, an independent fee-only financial advisory and wealth management firm.
I help my clients define, create, and realize their Ideal Retirement Lifestyle™.
When my clients first come to me, many do not have answers to the 3 critical retirement planning questions: When can I retire? How much money will I need? How long will it last?
Whether you envision retirement as a time of reinvention, recreation, relaxation (or all of the above) you need to know where you stand today and the steps required to make your Ideal Retirement Lifestyle™ a reality.
I can help you answer those critical retirement questions and provide you with a personalized Ideal Retirement Roadmap™.
Although my clients come from all walks of life, I am especially passionate about working with independent women, LGBTQ professionals, and modern families.
To learn more about how we can work together, click the button below. Or, to schedule a no-obligation introductory call scroll to the bottom of this webpage.
How We Help
Strategic Retirement Planning
A comprehensive, interactive financial planning process designed to organize your financial life and glide you toward your retirement goals. Know exactly where you stand and what it’s going to take to get there.
Successful investing requires good investor behavior. We allocate your investment portfolio to align with your financial goals and risk comfort level while providing ongoing guidance and support to keep you on track.
A flat annual advisory fee (assessed quarterly) that is sensible, 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 financial planning and wealth management services are best suited for clients who have a minimum of $500,000 in investable assets.
The Sammons Wealth 5-Step Process
Define your Ideal Retirement Vision™
Create your Ideal Retirement Roadmap™
Align your investment portfolio with your retirement goals
Minimize your risks, taxes, and fees
Provide ongoing support and coaching
When it Comes to Your Retirement, Experience Matters.
Stephanie Sammons is founder and CEO of Sammons Wealth. She is a CERTIFIED FINANCIAL PLANNER™ and fee-only wealth manager more than 20 years of experience in helping clients move to and through retirement.
Prior to founding Sammons Wealth, Stephanie served as a Vice President and financial advisor at Merrill Lynch and UBS. Stephanie has been a CFP® practitioner since 2005 and is also a bestselling author, nationally known speaker, and professional singer-songwriter.
Sammons Wealth is a fee-only, independent fiduciary 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.
As a fee-only firm, we charge our clients a flat fee based on the complexity of their financial situation. We do not sell products or get paid commissions by product providers.
Although Sammons Wealth is based in Dallas, Texas, we can serve clients nationwide utilizing our cutting edge virtual communications and applications. We custody our client assets at TD Ameritrade, a respected partner to independent advisors and one which aligns with our fiduciary values.
Stephanie Sammons, CFP®
Founder/CEO, Best-selling Author