Stephanie Sammons is the founder and CEO of Sammons Wealth Management. As a highly experienced Certified Financial Planner® Professional, Stephanie and her team have been guiding 50+ professionals to and through retirement for 30 years.

Sammons Wealth clients are typically high income professionals within 5 to 15 years of retirement who have accumulated $1M+ in retirement and investment savings. We work with LGBTQ professionals, independent women, and couples.

We specialize in helping you design your ideal retirement lifestyle and partner with you to plan and manage all facets of your retirement experience (retirement income planning, portfolio management, tax minimization, Social Security and Medicare, long-term care, inheritance, and more). Based on your goals and resources, we will work with you to ensure that you are aligning your wealth with your unique retirement goals. 

As a boutique planning and wealth management firm, we are only able to accept a few new client relationships each year. Our clients love and appreciate our sincere dedication 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.