About Sammons Wealth Management
Stephanie Sammons, CFP®
Hi there, I’m Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ and Wealth Manager with more than 25 years of experience partnering with my clients on their unique life journeys.
My focus as a financial advisor is working with women and LGBTQ professionals who are in midlife (between 40 and 65). The midlife to retirement phase of life is a critical one, not only for your finances, but also for defining the rest of your life goals!
Midlife is a time where we assess where we’ve been and where we are going next.
Over my years as a financial advisor, I’ve seen many scenarios where wealth without health and purpose did not lead to fulfillment. That’s why it is important to me to understand how my clients view the big picture, beyond their wealth.
I help my clients build a wealth plan that also incorporates their work life and well-being.
In working with me as your financial advisor, you’ll find just the right blend of 1-on-1 personal engagement, on-demand access, dynamic digital planning tools, and an overall more modern approach to financial life management.
Throughout my 20+ year career as a financial advisor, I’ve been a W2 employee, a senior-level manager at large financial firms, and a business owner as the CEO of my own firm. This diverse experience has given me in-depth financial, tax, compensation, and savvy retirement planning knowledge across the career spectrum. I bring this experience to the table with my clients who are employees, managers, executives, and business owners.
Prior to founding Sammons Wealth Management, most of my career was spent serving as a private wealth manager for Merrill Lynch and UBS. I also held senior level management positions at both of these firms. I earned my CERTIFIED FINANCIAL PLANNER™ designation in 2005.
If you’re into podcasts, I’m the host of the Midlife Money Gal Podcast. On this weekly show I share investing and financial planning tips as well as career and wellness advice for women professionals in midlife.
In my college days I played basketball (point guard) for the University of Oklahoma and Midwestern State University (Texas). I was team captain and an Academic All American. My major was Economics. 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 14 years, Dallas Texas “Super Lawyer” Kay Van Wey. I’m a Stepmom to our two sons Nicholas (20) and Benjamin (17). We have two puppy dogs; a Chihuahua (Sugar Bear) and an Australian-Shepherd mix (Sadie). Sugar Bear is in charge. 🙂
For fun, I enjoy being a singer-songwriter. I’ve spent time studying songwriting with some of the best in the business in Nashville. I enjoy performing from time to time, and you can find my music wherever you listen. In 2020 I won a songwriting award from the Dallas Songwriters Association which was kind of cool!
I also enjoy staying active with yoga, strength training, cycling, golf, hiking, and snowboarding. I’m an avid reader and researcher, technology geek, lover of Willamette Valley Pinot’s, and a lifetime Dallas Cowboy fan.
Learn more about my services 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.
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.