About Sammons Wealth Management

About Stephanie Sammons, CFP®

About Stephanie Sammons, CFP®

Founder/CEO

Hi there, I’m Stephanie Sammons, a highly experienced CERTIFIED FINANCIAL PLANNER™ and wealth manager. I’ve been helping independent women define and achieve their financial “life” goals for more than 20 years. I’ve also held senior management positions at Merrill Lynch and UBS, but eventually left that stuffy corporate environment to design a business on my own terms that could make a greater impact on the women I serve.

As an LGBTQ woman, I’ve always been a strong-minded gal who has stood up for my values and beliefs in the face of fear, rejection, and discrimination. Today I feel it is more important than ever that we stick together as women and form supportive relationships to help one other. Together we achieve more!

I also strongly believe that you should be able to work with a financial advisor who understands and shares your views and values. 

A little personal background on me: I grew up in Plano, Texas where I was the high school mascot and and an All-District point guard. I played college basketball for the Oklahoma Sooners and Midwestern State University where I was team captain and an Academic All-American. I earned my BBA in Economics in 1992 and my CERTIFIED FINANCIAL PLANNER certificate in 2005.

I am married to my long-time partner of 13 years, Dallas Attorney Kay Van Wey, and am a step-mom to our two teenage sons who were adopted from Russia. We also have two puppy dogs; a Chihuahua (Sugar Bear) and an Australian-Shepherd mix (Sadie).

I’m a former #1 bestselling author (Linked to Influence, 2015), nationally known speaker, podcaster (Midlife Money Gal), and performing singer-songwriter who has studied with some of the greats in Nashville, TN. I enjoy staying active with biking, strength training, golf, yoga, hiking, snowboarding, and snowshoeing. I’m also a huge Dallas Cowboys fan! 

To learn more about how we can work together, click 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 do not sell financial products, charge commissions or accept referral fees. We offer our clients a ‘flat fee’ service model where pricing is completely transparent and based on the complexity of your situation. We do not have account minimums but we do have a minimum annual fee of $5000. Our services are most suitable for clients who have savings and investments that total $500,000 or more outside of company or business retirement plans.

Although we are based in Dallas, Texas, we serve clients nationwide. Our client assets are held at TD Ameritrade Institutional, a respected partner to independent advisors and one which aligns with our 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 members of the Certified Financial Planners Organization, National Association of Personal Financial Advisors (NAPFA), the XY Planning Network, the Fee-Only Advisor Network, and the Financial Planning Association. 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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