Your Peace-of-Mind in Retirement Starts with a Purposeful Plan.

We help 50+ professionals design their ideal retirement, minimize taxes, and invest smarter.

Founder, Stephanie Sammons, CFP®

I’m Stephanie Sammons, founder and president of Sammons Wealth Management. As an experienced Certified Financial Planner® Professional, I’ve guided clients to and through retirement for 30 years.

My clients are professionals within 5 to 15 years of retirement and looking to create a plan for their next chapter in life. I work with LGBTQ professionals, independent women, and couples who have accumulated $1,000,000+ in retirement and investment savings.

Retirement is so much more than it once was. We are living longer and healthier lives. The world is your oyster. My mission is to help you design your ideal retirement, manage all of the moving parts, and support you throughout the journey so that you can maintain peace of mind and live your best life!

As a boutique planning and wealth management firm, we only bring on a few new relationships yearly. Our clients sincerely appreciate the commitment to personalized service, customized planning, accessibility, and attention to detail.

Sammons Wealth is a fiduciary advisory firm. We do not sell products, charge commissions, or accept third-party fees. Our client investment and retirement account assets are held at Charles Schwab.

Schedule an Introductory Call with Stephanie

Who We Serve

Our Clients are within 5 to 15 years of retirement and have accumulated $1M+ in retirement and investment savings.

LGBTQ Professionals

Despite hard-won gains in equality on the legal front and in the workplace, we again face setbacks and challenges. We must plan for retirement differently and carefully.

Independent Women

By 2030, women will control two-thirds of the nation’s wealth. We are also living longer, healthier lives. That means we need to plan for our health span and our life span.