Hi, I’m Stephanie. I’m an experienced CERTIFIED FINANCIAL PLANNER™ and independent fee-only financial advisor serving clients nationwide. I help my clients define, create, and realize their Ideal Retirement Lifestyle™.
The concept of retirement has changed. Do you want your retirement to be a time of Reinvention, Recreation, Relaxation or all of the above? Do you know when you can you retire? How much will you need to support your lifestyle and ensure that you don’t outlive your assets?
However you envision your ideal retirement, these 3 components are critical to achieving your goals and they are the founding principles of my firm:
Strategic financial planning * Smart investing * Sensible fees
The clients I serve are primarily women professionals, couples where women are involved (or in charge) of the family wealth, and LGBT individuals/couples who are within 5 to 15 years of the retirement phase of their lives. Typically my clients have a minimum of $500,000 in investable assets.
If you don’t have a detailed financial plan that clearly defines your goals, are uncertain about how much risk you are taking, paying too much in portfolio management fees or taxes, going through a major life transition, or don’t hear from your financial advisor often enough, it may be time for a second opinion.
Take the next step toward gaining greater clarity and confidence in your Ideal Retirement Lifestyle™.
To schedule a no-obligation introductory call with me, scroll down to the bottom of this page and tell me more about your goals. If you want to learn more about how my services work, click the button below.
How We Help
Strategic Financial Planning
A comprehensive, interactive financial planning process designed to organize your financial life and glide you toward your specific goals. Know exactly where you stand and what it’s going to take to get there.
We don’t just follow the herd. We build high quality, diversified, tax-efficient investment portfolios that are designed to achieve your financial goals and reduce your risk.
A flat annual advisory fee (assessed quarterly) that is sensible, transparent, and based on the complexity of your situation. No commissions, hidden fees, or percentage-based asset fees.*
*Does not include internal expenses charged directly by ETF or mutual fund companies. We strive to keep these expenses under .30%.
Our financial planning and wealth management services are best suited for clients who have a minimum of $500,000 in investable assets.
The Sammons Wealth 5-Step Process
Define your vision for your Ideal Retirement Lifestyle™
Create your comprehensive personalized financial plan
Align your investment strategy with your financial goals
Minimize your risk, taxes, and fees
Receive ongoing support and coaching
When it Comes to Your Wealth, Experience and Independence Matters.
Stephanie Sammons is founder and CEO of Sammons Wealth. She is a CERTIFIED FINANCIAL PLANNER™ and independent fiduciary, fee-only financial advisor with more than 20 years of experience helping her clients achieve greater financial clarity and security.
Stephanie began her career in financial services in 1995. Prior to founding Sammons Wealth she worked with global financial services firms serving in leadership roles at Merrill Lynch and UBS. Stephanie has been a CFP® practitioner since 2005 and is also a bestselling author, nationally known speaker, and professional singer-songwriter.
Sammons Wealth delivers strategic financial planning and wealth management services for a flat annual fee (billed quarterly) based on the complexity of the client’s situation. As a fiduciary, the best interests of our clients always come first. We do not sell products or charge commissions. Our financial advice is 100% objective and never influenced by a parent financial corporation or institution.
Although our firm is based in Dallas, Texas, we serve clients nationwide. We custody client assets with TD Ameritrade, a respected partner to independent advisors and one which aligns with our fiduciary values.
CFP®, Founder and CEO