Gain Financial Peace-of-Mind in Midlife.
Define your 'second-half' life goals. Plan with purpose. Master your money. Learn MoreAs Seen On
Where Are You Now?
You're worried about the economy, markets, and political environment and want to make sure you are invested appropriately.
You need a retirement roadmap that tells you when can you retire and how much you will need to sustain your lifestyle.
You want to work with a fee-only, experienced CFP® and Investment Manager that you can trust and relate to.
You need help getting through one of life's major transitions that can happen along your financial life journey.
A Holistic Financial Planning Process for Mastering Your Money in Midlife
Midlife, defined as the central life period between age 40 to 65, is a critical time for making your best financial decisions. Engage in a financial planning process that takes into account the 3 major dimensions of YOU.
Your Wealth
Your financial resources. Your financial life goals and dreams. Your future financial security. Your legacy.
Your Wellness
Your physical and mental well-being. Your family and friends. Your hobbies, interests, and passions.
Your Work Life
Your career or business. Your professional contribution, community involvement, and charitable causes.
Stephanie Sammons, CFP®
Founder/Owner
I’m Stephanie Sammons, founder and CEO of Sammons Wealth Management. I’m a highly experienced, Fee-Only CERTIFIED FINANCIAL PLANNER™ and wealth manager who specializes in serving independent, forward-thinking women professionals in midlife.
As a Fee-Only Registered Investment Advisor (RIA), I do not sell products, charge commissions, or accept fees from third parties. I believe in forming close relationships with my clients to understand every aspect of their personal goals and values.
Client assets managed by Sammons Wealth are held at TD Ameritrade Institutional, a respected partner to independent advisors and one which aligns with my firm’s fiduciary values
Sammons Wealth Management is based in Dallas, Texas, and serves clients nationwide.
Partnerships and Affiliations
