Work with Stephanie Sammons, CFP®
As an experienced LGBTQ CERTIFIED FINANCIAL PLANNER™ and Wealth Manager, I’ve been serving the professional LGBTQ community for more than 20 years.
After spending the majority of my career with traditional, stuffy Wall Street firms, I decided there had to be a better way to help the professionals in my community plan and manage their wealth for retirement. Thus began the journey of Sammons Wealth Management.
As a boutique LGBTQ planning-based firm, I limit the number of clients that I work with in order to provide you with highly personalized service and the attention you deserve.
The LGBTQ individuals and couples who benefit most from working with my firm are typically within 5 to 15 years of retirement and have minimum investable assets and savings of $500k.
Dedicated to Real Financial and Retirement Planning
Many financial advisors say that they do financial and retirement planning, but in reality, they don’t. Most are interested in managing your investment portfolio without the context of a plan. However, it’s the in-depth financial and retirement planning process that provides the answers that we need to align your financial assets and actions with your goals.
Financial and retirement planning done right is a very thoughtful process that goes way beyond your investment portfolio. Planning takes into consideration your resources, goals, dreams, values, and fears. My role is to serve as a “financial life” partner to my clients on their journey to and through retirement.
Real financial and retirement planning takes into account your money AND your life.
We rely on in-depth academic research for constructing and managing your investment portfolio. A globally diversified and tax-efficient investment strategy provides the best opportunity to capture performance from around the world with less risk.
To create your customized portfolio, we incorporate all of your investment accounts and other relevant assets, human capital (current and future earnings), tax situation, capacity for risk, time horizon, and funds available for saving to construct a portfolio that is aligned with your financial plan, retirement, and legacy goals.
Independent Fiduciary and Fee-Only
As a Fee-Only Fiduciary LGBTQ Registered Investment Advisor, I do not charge commissions, sell products, or accept referral fees from third parties. This structure is quite different from a wire-house or brokerage firm as it removes all potential conflicts of interest and allows me to serve the best interests of my clients.
My services are priced based on a percentage of assets under management (or advisement) and inclusive of both ongoing in-depth financial planning and investment management:
Up to the first $1,000,000 at 1%*
$1,000,001 to $2,000,000 at .75%
$2,000,001 to $5,000,000 at .60%
$5,000,000+ at .375%
*Minimum fee is $5k/year
On a very limited basis I will take on project-based planning engagements that are billed at my hourly rate. I also help business owner clients design and manage retirement benefit plans including 401k, Profit Sharing, and Cash Balance plans.
Sammons Wealth Management client assets are held at TD Ameritrade Institutional, an established and reputable custodian that aligns with my firm’s mission and values.
Schedule a complimentary introductory call with Stephanie below: