About Sammons Wealth Management

Stephanie Sammons, CFP®

Stephanie Sammons, CFP®

Founder/CEO

Hi there, I’m Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ and Wealth Manager with more than 20 years of experience in helping my clients gain greater financial peace-of-mind. 

Prior to founding Sammons Wealth Management, I spent many years as a private wealth manager with Merrill Lynch and UBS. I also held senior level management positions at both firms. I earned my CERTIFIED FINANCIAL PLANNER™ designation in 2005.

Throughout my 20+ year financial advisory career, I’ve been an employee, a senior-level manager at large financial firms, and the CEO of my own firm. This diverse experience has provided me with in-depth financial, tax, compensation, and smart retirement planning knowledge across the career spectrum. I bring this experience to the table with my clients.

I’m married to my long-time partner of 13 years, Dallas Attorney Kay Van Wey, and I’m a Step-Mom to our two teenage sons Nicholas and Benjamin. We have two puppy dogs; a Chihuahua (Sugar Bear) and an Australian-Shepherd mix (Sadie). (Sugar Bear is in charge) 🙂

For fun, I’m an award winning singer-songwriter. I write songs, play guitar, and enjoy performing from time to time! (you can find my music wherever you listen)

I also enjoy staying active with yoga, strength training, cycling, golf, hiking, and snowboarding. And of course, I’m a loyal Dallas Cowboy fan. 

Learn more about how we can work together here: Work With Stephanie

About Sammons Wealth Management

 

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 also do not sell financial products, charge commissions or accept referral fees. We partner virtually with trusted research, operations, compliance, and technology firms to offer our clients a full suite of services and platforms.

In addition, Stephanie has personal referral relationships with other trusted professionals such as CPAs, Attorneys, Insurance Consultants, and more for providing comprehensive client care. 

Although we are based in Dallas, Texas, we serve clients nationwide. Client assets managed by Sammons Wealth Management are held at TD Ameritrade Institutional, a respected partner to independent advisors and one which aligns with the firm’s fiduciary values.

We custody our client assets with TD Ameritrade Institutional, a respected partner to independent advisors and one which aligns with our firm’s fiduciary values. We are also an approved Dimensional Funds Advisor whose investment expertise and funds are only accessible to clients through approved advisors.

We are members of the Certified Financial Planners Organization, National Association of Personal Financial Advisors (NAPFA), the XY Planning Network, and the Fee-Only Financial Advisor Network. These associations set the highest fiduciary standards for financial advisors and have ongoing continuing education requirements for members.

We work closely with a select network of professionals such as attorneys, CPAs, pension consultants, and insurance agents to serve the holistic financial needs of our clients. We do not accept referral fees from any of these professionals.
We utilize investment managers that provide the highest quality investment portfolios with a focus on low-cost and tax-efficient investment management.

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