Take Charge of Your Wealth.

I’m Stephanie, and my mission is to help you get clear on your financial goals and take charge of your wealth.

I’m Stephanie, your “Midlife Money Gal”.

Hi, I’m Stephanie Sammons, a Fee-Only Certified Financial Planner™ and Investment Manager with more than 20 years of experience.

Although my clients come from all walks of life, I am primarily focused on helping independent women and LGBTQ professionals who are in ‘midlife’ to clarify their financial goals and take charge of their wealth.

Midlife is that central period between the ages of 40 and 70 where we spend time reassessing our lives and thinking more about our future goals and impact.

Midlife is also a critical time to plan for your financial future! What are your goals and dreams? How do you want to spend your time in this next phase of life? What is your vision for retirement and what steps should you take to create your ideal financial future?

Some of the important financial issues you may be concerned with during this life phase include:

  • clarifying your life goals and developing a detailed financial plan
  • organizing and gaining more control over your financial life
  • preparing for a secure retirement
  • caring for aging parents or handling a new inheritance
  • navigating a major life transition such as new marriage/divorce or job change
  • reevaluating your investment portfolio to make sure it’s right for you
  • minimizing your taxes, risks, and fees

From developing your Personal Financial Roadmap™ to providing ongoing guidance, total wealth management, and support to help you follow through on your goals, together we can make sure your ideal financial future becomes a reality.

Complete the short form below and schedule a 30 minute introductory call with me to discuss your personal financial goals and situation.

How Can I Best Help You?

I want to gain more control over my wealth.

Your financial life has become more complex and you don’t have the time nor expertise to manage it all on your own. You know it’s time to take charge of your wealth and get a plan in place.

Yes

I want more clarity about my financial future.

You’ve been saving and accumulating assets for your future, but you’re not sure if you are on the right track and want to do everything possible to achieve your ideal retirement.

Yes

I want to feel comfortable with my financial advisor.

You want to work with an advisor who is not only transparent, trustworthy, and experienced, but who also understands your unique family dynamic, goals, and dreams.

Yes

I want help through a major life transition.

You want help navigating through a major life transition such as a career change, new marriage or divorce, inheritance, loss of a spouse or partner, sale of a business, or retirement.

Yes

Who I Help

Although my clients come from many walks of life, I focus on serving the following people:

Women Professionals and Business Owners

Independent Women

Women in Transition

LGBTQ Professionals

LGBTQ Couples and Families

Stephanie Sammons, CFP®

Founder/CEO

When it Comes to Your Wealth, Experience Matters.

Stephanie Sammons, CFP®, is founder/CEO of Sammons Wealth Management and a veteran financial advisor. As a former senior manager at both Merrill Lynch and UBS, she has been serving high net worth clients for more than 20 years.

Sammons Wealth Management is an independent, fiduciary and fee-only advisory firm. This means that we take a fiduciary oath to put the best interests of our clients first and our financial advice is 100% objective.

As a fee-only advisor, we do not sell financial products, charge commissions or accept referral fees. We offer our clients a flexible service model where pricing is completely transparent and based on the complexity of your situation. (Our services are most suitable for clients who have $500k or more in investable assets)

Although we are based in Dallas, Texas, we serve clients nationwide. Our client assets are held at TD Ameritrade, a respected partner to independent advisors and one which aligns with our fiduciary values.

 

Partnerships and Affiliations

Stephanie Sammons, Certified Financial Planner and NAPFA Member
Stephanie Sammons, Dallas Certified Financial Planner

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