About Sammons Wealth Management
Meet Stephanie Sammons, CFP®
I’m Stephanie Sammons, Founder/Owner of Sammons Wealth Management. I’m a CERTIFIED FINANCIAL PLANNER® Professional and Wealth Manager with more 30 years of experience guiding my clients to and through retirement.
Prior to founding Sammons Wealth Management, I served as a VP-level Financial Advisor and held senior leadership roles at UBS and Merrill Lynch many years.
Eventually, I walked away from the corporate world in order to work as my authentic self, serve the clients I truly wanted to serve, and be free of corporate objectives that did not align with the best interests of my clients.
My goal was to create a boutique, client-centric advisory firm that was small by design, and provide personal attention and care to every client.
Throughout my career, I’ve been a W2 employee, a senior manager of publicly traded companies, and self-employed. This varied experience has given me a 360 degree view of career paths, as well as in-depth knowledge in compensation, tax, and retirement transition strategies.
I’m passionate about my hobbies and interests, and spending time with family. My wife and I have been together for 19 years, and we have two adult sons as well as three puppy dogs. I’m also a professional singer-songwriter and guitar player, and was named as a finalist in the 2024 Kerrville Grassy Hill New Folk Competition for Emerging Songwriters.
Meet Ashley Klug
Executive Administrative Assistant
Ashley is heading up the firm’s operations management and client service support. She brings industry knowledge and experience after serving in a similar role prior to joining the firm. She is also passionate about serving our clients.
Ashley’s career background includes business management in the healthcare, education, and financial advisory industries.
Ashley grew up in Wichita, Kansas, and graduated from Towson University in Maryland with a Bachelor’s degree in Chemistry and a Minor in Business Administration.
Outside of work, Ashley enjoys life adventures and quality time with her husband, two children, and Annie, their sidekick rescue dog.
About Sammons Wealth Management
Our mission at Sammons Wealth Management is to help 50+ professionals plan for their ideal retirement and maintain peace-of-mind throughout their retirement journey.
Our clients value their time, high-touch personal service, and the ongoing guidance of an experienced financial advisor.
As an independent fiduciary firm, we do not sell financial products, charge commissions or accept referral fees. We work with trusted platform partners who share our values to provide best in class planning, research, operations, and asset management solutions to our clients.
Sammons Wealth is based in Dallas, Texas, and we serve clients nationwide. Our client accounts are custodied at Charles Schwab.
Our primary custodian for client accounts is Charles Schwab. Schwab is the largest custodian in the U.S. serving independent financial advisors across the country.
We are members of the Certified Financial Planners (CFP®)Organization, the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network, the Financial Planning Association, and the Fee-Only Financial Advisor Network. These associations maintain the highest fiduciary standards for independent, fiduciary 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 have 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 operations, financial planning technology, risk assessment, and compliance.
Professional Affiliations
