Create an Achievable Plan for Your Ideal Retirement.
Helping women and LGBTQ professionals manage their wealth to and through retirement.Create an Achievable Plan for Your Ideal Retirement.
Helping women and LGBTQ professionals manage their wealth to and through retirement.
Who We Serve
Although our clients come from all walks of life, we focus on serving women professionals who have accumulated investment assets of $750k+ and have retirement as their primary goal.
Women Professionals
LGBTQ Professionals
Executives and Managers
Physicians and Attorneys
The GROW Financial Planning™ Process
A process focused on retirement, tax, and investment planning that aligns with your goals and values.
{GROW} Goals. Resources. Opportunities. Way Forward.
1)Your Goals
The retirement lifestyle you desire begins with a vision. We start by defining your values and goals to map out your ideal retirement vision.
2)Resources
Here we review all of your financial assets and resources to determine where you now vs your vision for retirement, and what gaps may exist.
3)Your Opportunites
Next we evaluate your options and possibilities for retirement and consider the key financial actions to help you achieve your vision.
4)Way Forward
We develop and implement your unique retirement plan and investment strategy that is aligned with your ideal retirement vision.
About Stephanie Sammons, CFP®
Founder & CEO
Hi there, I’m Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ and Wealth Manager with more than 25 years of experience guiding my clients to and through retirement.
I focus on helping women and LGBTQ professionals plan and manage their wealth through their “second-half” journey.
Many of my clients have come to me when going through a life transition such as retirement, career change, divorce, receiving an inheritance, widowhood, and/or selling a business. Others simply chose to work with a fiduciary fee-only financial advisor they can relate to and who shares similar values.
Sammons Wealth Management is based in Dallas, Texas. We serve clients across the U.S. Our client account custodian is TD Ameritrade Institutional.
Schedule an introductory call with me and let’s talk about your unique situation!
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