fbpx

Thank you for your interest in Sammons Wealth Management! 

We believe that clients are best served by working with a specialist. 

We specialize in retirement planning and portfolio management.

We primarily work with LGBTQ professionals and women professionals who are nearing retirement or already retired. 

Our clients have accumulated $1,000,000 or more in retirement and investment savings.

Our clients are nice people who are engaged, responsive, and respectful.

Our clients prefer not to go it alone through retirement and want to work with a trusted advisor.

Our clients appreciate the ongoing value, advice, and services that we provide to help them succeed in retirement.

Our clients are comfortable working remotely (unless located in Dallas, TX or Nashville, TN).

If this sounds like you, we would love to speak with you!

Once we have reviewed your questionnaire, we will reach out to schedule your introductory call with Stephanie Sammons, CFP®. Thank you!

Note: This is a secure form. The information is not publicly available. We also do not ask for sensitive personal data such as date of birth, account details, etc.

Intro Call Questionnaire

"*" indicates required fields

*Our planning and wealth management services are best suited for clients who have investment assets of $1M+.
Name*
Where are you located?*
What is your marital status?*
Do you have children?*
How did you find us?*
Are you currently working with a financial advisor/planner?
Have you recently experienced a life transition? (select all that apply)*
What are your top concerns right now? (select all that apply)*
What type of financial advisory relationship are you seeking?*
*We do not offer one-time planning engagements at this time. Comprehensive planning is included in our ongoing services.
Please enter a number from 0 to 100.
This field is for validation purposes and should be left unchanged.

Pin It on Pinterest