I’m Stephanie Sammons, founder and president of Sammons Wealth Management. As an experienced Certified Financial Planner® Professional, I’ve been guiding midlife professionals to and through retirement for 30 years.

My clients are professionals within 5 to 15 years of retirement and looking to create their ideal retirement life. I primarily work with high income LGBTQ professionals, independent women, and couples who have accumulated $1,000,000+ in retirement and investment savings.

Retirement is a new beginning; an exciting chapter for reinvention, relaxation, travel, and exploring your passions! My mission is to help you design your ideal retirement and align your wealth with your unique retirement goals. I will help you manage all of the moving pieces of your financial life (financial planning, tax minimization, Social Security and Medicare, investments, inheritance, and more), and support you throughout your journey so that you can achieve peace-of-mind and live your best life.

As a boutique planning and wealth management firm, I’m only able to accept a few new client relationships each year. My clients love and appreciate the 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.