Your Peace-of-Mind in Retirement Starts Here.
Guiding 50+ professionals to and through retirement.
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Welcome to Sammons Wealth Management
I’m Stephanie Sammons, Founder and Owner of Sammons Wealth Management. As an experienced Certified Financial Planner™ Professional, I’ve been guiding my clients to and through retirement for 25 years.
Although it’s important to figure out when to retire and what it’s going to take financially, it is even more critical to understand what you are retiring to!
Through my unique peace-of-mind retirement planning and investment management process, you will be able to gain greater clarity about your vision and maintain confidence in your plan throughout your retirement journey.
Sammons Wealth is a boutique fiduciary advisory firm that values equity, diversity, and inclusion. We are a small firm by design…because we go deep with our clients.
Our focus is on serving 50+ women, couples, and LGBTQ professionals. Our services are best suited to those who have accumulated $750k+ in investment and retirement savings.
Create a Plan for Your Ideal Retirement
Planning is the key to peace-of-mind in retirement.
Retirement Planning Driven by your vision and values
Designing Your Retirement Paycheck
Investing smarter to and through retirement
Reduce taxes now and in retirement
Social Security Timing and Medicare Guidance
Long-term Care, Estate, and legacy Planning
Who We Serve
Our clients are 50+ professionals who want greater clarity, confidence, and peace-of-mind in retirement.
LGBTQ Professionals
Despite hard-won gains in equality on the legal front and in the workplace, we still face challenges and must plan differently for retirement.
Women Professionals
By 2030, women will control two-thirds of the nation’s wealth. As women, we are also living longer and healthier lives. That means we need to plan for a longer retirement.
Couples
When spouses and partners are in harmony with their finances, good things happen. We help couples who are equally committed to planning for their ideal retirement together.
Are We a Good Fit for Working Together?
You Value a One-on-One Relationship
You appreciate a one-on-one relationship with a trusted partner who is accessible to you, understands your deepest goals, needs, and concerns, and gives you unwavering guidance.
You Value Experience & Expertise
You understand that experience matters during both good and bad times. Stephanie Sammons is a seasoned veteran who has been guiding her clients to and through retirement for more than 25 years.
You Want to Take Charge of Your Wealth
You have accumulated $750k+ of investment and retirement savings. You don’t want to hope for the best with your retirement. You want to have a plan that is deliberate and intentional.
The Key to Your Ideal Retirement is Planning
Professional Affiliations
