Schedule an Introductory Call
Thank you for your interest in learning more about how we work with clients at Sammons Wealth Management. Below you will be able to schedule a 20-minute introductory call with Stephanie Sammons, CFP®.
Please note: At this time Stephanie is taking on a limited number of qualified new clients each year in order to maintain her unwavering commitment to one-on-one personalized guidance, service, and attention.
If you are in your 40s, 50s, and 60s and have accumulated $1M+ in retirement and investment assets, you may schedule an introductory call with Stephanie below.
Once you have chosen your scheduled time slot, you will be immediately redirected to a secure and short questionnaire to complete. This allows Stephanie to learn more about you prior to the call.*
*Your call will not be scheduled until you complete the questionnaire.
Sammons Wealth Management Office Location
12720 Hillcrest Rd. – Suite 600 Dallas – TX 75230
Phone: (972)440-1194
(Please Note: We do not return unsolicited phone calls. If you are interested in learning more about becoming a client, please use the calendar above to schedule an intro call.)
For media inquiries, please contact: info [@] sammonswealth [dot] com