Hi, I’m Stephanie Sammons, CERTIFIED FINANCIAL PLANNER™ and founder of Sammons Wealth Management, an independent fee-only financial advisory firm based in Dallas, Texas serving clients nationwide.
In my 20+ years as a financial advisor and through my own corporate and entrepreneurial experience, I’ve developed an expertise in helping women plan, manage, and protect their wealth. (I do work with men and couples too!)
I’m also passionate about serving individuals and couples in the LGBTQ community as I’m intimately familiar with the dynamics and financial challenges we face. Inclusivity, diversity and giving back to the LGBTQ community are important values of my firm.
My firm was founded on delivering 3 ‘pillar’ promises to my clients to provide them with greater financial clarity, confidence, and security: Strategic Financial Planning – Smart Investing – Sensible Fees
If you don’t have a financial plan that clearly defines your goals, are uncertain about how much risk you are taking, paying too much in fees and/or taxes on your investments, or don’t hear from your financial advisor often enough, it may be time for a second opinion.
In addition, if you’re going through any kind of life transition such as a career change, new marriage (or divorce), inheriting assets, nearing retirement (or recently retired), it’s also a good time to review your financial situation.
My financial planning and wealth management services are best suited for clients who have between $500,000 and $10 Million in investable assets. However, I have no set minimums.
If you’re ready to take the next step toward gaining greater clarity, confidence, and peace of mind with your financial life and future, let’s have a conversation.
To schedule a no-obligation introductory call with me, scroll down to the bottom of this page and tell me more about your situation. If you want to learn more about how my services work, click the button below.
How We Help
Strategic Financial Planning
Comprehensive, interactive financial planning designed to organize your financial life and glide you toward your specific financial life goals.
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 to clients who have between $500,000 and $10 Million in investable assets. However, we have no set minimums.
The Sammons Wealth 5-Step Process
Define your financial goals, concerns, and Ideal Retirement Lifestyle™
Create your comprehensive personalized financial plan
Align your savings and investment portfolio with your financial plan
Minimize your risk, taxes, and fees
Receive ongoing check-ins, coaching, and support
When it Comes to Your Wealth, Experience Matters.
Stephanie Sammons, founder and CEO of Sammons Wealth, is a CERTIFIED FINANCIAL PLANNER™ and Investment Manager with more than 20 years of experience helping her clients achieve greater financial clarity and security.
Stephanie spent most of her career with global financial services firms serving in leadership roles with both Merrill Lynch and UBS prior to starting her own advisory firm. She has been a CFP® practitioner since 2005. Stephanie is also a bestselling author, 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. We do not sell products or charge commissions. Our clients’ best interests come first, and our financial advice is 100% objective 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