Guiding LGBTQ Professionals to and through Retirement.
Plan with Purpose | Invest Wisely | Minimize Taxes | Retire WellA PROVEN PROCESS FOR YOUR UNIQUE FINANCIAL LIFE
Plan with Purpose
Real retirement planning goes way beyond your investments. You need a roadmap that aligns your money with your life goals.
Invest Wisely
You’ve worked hard to save for retirement. Your investment strategy should provide for growth, income, and longevity.
Minimize Taxes
Tax management becomes more complex to and through retirement. Minimizing your taxes can leave more money in your pocket.
Retire Well
Financial peace of mind is invaluable today and throughout retirement. Make sure you are on track toward your goals.
Stephanie Sammons, CFP®
Founder & CEO
I’m Stephanie Sammons, a Fiduciary, Fee-Only CERTIFIED FINANCIAL PLANNER™ with 20+ years of experience, and the Founder of Sammons Wealth Management.
As an LGBTQ financial planning-based wealth manager, I’m passionate about helping LGBTQ professionals (and our LGBTQ allies) plan with purpose, invest wisely, minimize taxes, and retire well.
The clients who benefit most from my firm’s services are typically within 5 to 15 years from retirement and have minimum investable assets/savings of $500k.
Sammons Wealth Management is a boutique LGBTQ wealth management firm based in Dallas, Texas serving clients nationwide.
Client assets managed by Sammons Wealth are held at TD Ameritrade Institutional, a respected partner to independent, Registered Investment Advisors who are Fiduciaries.
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