Design your ideal retirement.
I'm Stephanie. My mission is to help you define your 'second act' vision and design a roadmap to get you there.Your Journey Toward an Ideal Retirement Starts Here.
Plan with Purpose
Whether your ‘second act’ includes reinvention, relaxation, recreation (or all of the above), planning can make your vision a reality.
Invest Wisely
You’ve worked hard to build your nest egg. Your investment strategy should provide for moderate growth, income, and longevity.
Minimize Taxes
Taxes become more complex to and through retirement. Proactive tax management can leave more money in your pocket.
Manage Your Retirement
Living well in retirement means making informed decisions about how to optimize your financial assets and income sources.
Stephanie Sammons, CFP®
Founder & CEO
I’m Stephanie Sammons, an Independent, Fee-Only CERTIFIED FINANCIAL PLANNER™ and investment advisor with 20+ years of experience.
As a woman professional and an LGBTQ financial planning-based wealth manager, I’m passionate about helping independent women and LGBTQ professionals gain peace-of-mind today about their future retirement years.
My clients appreciate that I can relate to their unique life experience and understand their modern family dynamic.
Sammons Wealth Management is a boutique financial planning and wealth management firm based in Dallas, TX and Nashville, TN, serving clients nationwide.
Client accounts and 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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