About Sammons Wealth Management
Stephanie Sammons, CFP®
Hi there, I’m Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ and Wealth Manager with more than 20 years of experience guiding my clients to and through retirement.
Prior to founding Sammons Wealth Management, a boutique wealth management firm primarily serving LGBTQ professionals and independent women, I spent many years as a wealth manager with Merrill Lynch and UBS. I also held senior level management positions at both firms.
I’m passionate about helping my clients retire smart. Retirement is likely the biggest decision of your life. There are many moving financial components to creating a smart retirement. I can help you optimize and align your financial resources with your vision as you move to and through retirement.
Throughout my 20+ year financial advisory career, I’ve been an employee, a senior-level manager at large financial institutions, and a business owner. This diverse experience has given me in-depth financial, tax, and compensation knowledge across the career spectrum. I bring that same experience to 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) 🙂
Growing up in Plano, Texas I was the high school mascot and and an All-District point guard. I played college basketball for the University of Oklahoma and Midwestern State University where I was team captain and an Academic All-American. I earned my BBA in Economics in 1992, became a financial advisor in 1995, and achieved my CERTIFIED FINANCIAL PLANNER™ designation in 2005.
In addition to running Sammons Wealth Management, I produce an educational financial podcast for the LGBTQ Community (LGBTQ Midlife Money). You can find the podcast on Apple Podcasts, Spotify, Stitcher, and Google Play.
I also write songs, play guitar, and perform from time to time as a singer-songwriter, which has been a life-long passion of mine. (you can find my music wherever you listen)
For fun I enjoy staying active with biking, strength training, golf, yoga, hiking, and snowboarding. And of course, I’m a loyal Dallas Cowboy and Oklahoma Sooners fan girl!
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. Our financial planning software partner is Right Capital. Our investment research and operational partner is First Ascent Asset Management. 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.