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About Sammons Wealth Management

Stephanie Sammons, CFP®

Stephanie Sammons, CFP®

Founder/CEO

As a CERTIFIED FINANCIAL PLANNER™ and Wealth Manager, I’ve been guiding clients to and through retirement for more than 25 years. 

I founded Sammons Wealth Management LLC, a fiduciary advisory firm, after many years of serving as a financial advisor for high net worth clients at Merrill Lynch and UBS. I also served in leadership roles for both firms. 

As a fiduciary financial advisor, I am held to a higher standard to always put my clients’ best interests first. I do not sell products, charge commissions, or accept third-party referral fees.

Although my clients come from all walks of life, my focus is serving women and LGBTQ professionals who are 50+ and have accumulated investment assets of $1M+. 

Throughout my career as a financial advisor, I’ve been a W2 employee, a senior-level manager at large companies, and the founder/CEO of my own firm. This diverse career experience has given me in-depth financial, tax, compensation (deferred and/or equity compensation), and savvy retirement planning knowledge across the career spectrum. My clients are managers, executives, consultants, attorneys, physicians, and business owners.

Schedule an Introductory Call with Stephanie 

 My Personal Story

I grew up in Plano, Texas where I was the mascot at my high school and an All-District basketball player (point guard). In my college days I played basketball for the University of Oklahoma and Midwestern State University (Texas). I was a team captain and an Academic All American at Midwestern, a top 20 team in the country. I earned my BBA in Economics in 1992. To this day I still think like an economist – big picture, strategic, and always weighing the opportunity costs in life!

I’m married to my long-time partner of 16 years, Texas “Super Lawyer” Kay Van Wey, and a Stepmom to our two sons Nicholas (22) and Benjamin (19). We have two puppy dogs; a Chihuahua (Sugar Bear) and an Australian-Shepherd mix (Sadie). Sugar Bear is in charge. 🙂

When I’m not working, I enjoy songwriting and recording. I’ve spent time in Nashville studying songwriting with some of the best in the business and was recognized by the Dallas Songwriters Association as an award-winning songwriter. I believe that you’re never too old to follow your art! You can stream my music wherever you listen.

I enjoy staying active with my music, strength training, yoga, golf, hiking, and snowboarding. I’m a also an avid reader and researcher, technology geek, and a lifelong Dallas Cowboys fan!

 

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.

We do not sell financial products, charge commissions or accept referral fees. We partner virtually with trusted custodians and platform partners who share our values and support our firm in multiple areas (see below for details).

Sammons Wealth is based in Dallas, Texas, and we serve clients nationwide. 

Our primary custodian for client assets and accounts is TD Ameritrade Institutional, a respected partner to independent advisors and one which aligns with our firm’s fiduciary values. We also maintain a custodial relationship with Betterment Advisors.

We are members of the Certified Financial Planners Organization, National Association of Personal Financial Advisors (NAPFA), the XY Planning Network, Financial Planning Association, 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 a referral fee exchange relationship any of these professionals. We believe that having external partners ensures that our clients receive unbiased and objective recommendations.

Our platform and fintech partners include best in class providers who support the firm in the following areas: investment research, portfolio management, financial planning technology, client risk assessment, as well as firm operations and compliance.  

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