How Can I Best Help You?
I want to gain more control over my financial life.
You feel overwhelmed. Your financial life has become more complex and you just don’t have the time, energy, and expertise to manage it all on your own.
I want greater clarity around my financial goals.
You’re saving and accumulating assets, but you aren’t certain that you are on the right track and want to do everything you can to achieve your financial goals.
I want to feel more comfortable with my financial advisor.
You want an authentic connection with your advisor so you can ask all of the questions on your mind and trust that your best interests always come first.
Stephanie Sammons, CFP®
When it Comes to Your Financial Life, Experience Matters.
Stephanie Sammons, CFP®, is founder Sammons Wealth Management and a veteran financial advisor with more than 20 years of experience.
Prior to forming Sammons Wealth, Stephanie was a former Vice President with a combined 15 years at Merrill Lynch and UBS. She is also a bestselling author, nationally known speaker, and professional singer-songwriter.
Sammons Wealth Management is an independent, fiduciary and fee-only 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. We do not sell financial products, earn commissions or referral fees, or charge a percentage of assets under management.
Our planning and portfolio management services are offered on a flat-fee basis determined by the complexity of the client’s financial and family situation. We also offer a fixed fee stand-alone financial planning service.
Although Sammons Wealth is based in Dallas, Texas, we serve clients nationwide. We custody client assets at TD Ameritrade, a respected partner to independent advisors and one which aligns with our firm’s fiduciary values.