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 very limited number new clients in order to maintain her commitment to high level, personalized service and attention with each and every client.

Currently Stephanie is only able to conduct an introductory call with potential clients who are 50+ and have accumulated minimum investment assets of $750k. This ensures that our expertise is a match for your financial needs. 

Once you have chosen. your date/time below, you will be redirected to a web page with a secure and short questionnaire so that Stephanie can 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

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