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 in-depth retirement planning experience. For more than 20 years I have helped LGBTQ professionals (and our LGBTQ allies) plan with purpose, invest wisely, minimize taxes, and retire well.

Prior to founding Sammons Wealth Management, a fiduciary boutique wealth management firm for LGBTQ clients, I served as a wealth manager and held senior level management positions at Merrill Lynch and UBS.

I’m passionate about working with the people from my community to help them better align their financial assets and actions of today with their second-half life goals. 

Throughout my 20+ year financial advisory career, I’ve been an employee, a manager, an executive, and a business owner, which has given me diverse knowledge and experience across the career spectrum.

I’m married to my long-time partner of 13 years, Dallas Attorney Kay Van Wey, and 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 earned my CERTIFIED FINANCIAL PLANNER™ designation in 2005.

In addition to running Sammons Wealth Management, I do a weekly educational financial podcast (LGBTQ Midlife Money). You can find the podcast on Apple Podcasts, Spotify, or Stitcher.

I’ve written a #1 Amazon small business best-seller (Linked to Influence 2015), and 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)

I enjoy staying active with biking, strength training, golf, yoga, hiking, snowboarding, and snow-shoeing. 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 in the LGBTQ community such as CPAs, Attorneys, Insurance Providers, 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.

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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