Stephanie Sammons
CERTIFIED FINANCIAL PLANNER™
Sammons Wealth Management
Guiding LGBTQ individuals and couples to and through retirement.
Stephanie Sammons
CERTIFIED FINANCIAL PLANNER™
Sammons Wealth Management
Guiding LGBTQ individuals and couples to and through retirement.
I'm an LGBTQ CFP® and Wealth Manager with 25 years of experience guiding the 50+ LGBTQ Community to and through retirement. - Stephanie Sammons, CERTIFIED FINANCIAL PLANNER™
Peace of mind retirement planning and wealth management for 50+ LGBTQ individuals and couples.
I’m Stephanie Sammons, Founder/CEO of Sammons Wealth Management. I'm a CERTIFIED FINANCIAL PLANNER™ and Wealth Manager with 25 years of experience guiding the LGBTQ Community to and through retirement.
Our mission at Sammons Wealth Management is to help you make your unique vision for retirement a reality!
Most of our clients are LGBTQ (and LGBTQ-friendly) professionals who are 50+ and within 10-15 years from retirement (or already retired) and have accumulated $1M+ in investment and retirement assets.
Our LGBTQ retirement planning solutions include our proprietary G.R.O.W. Retirement Planning Process, portfolios crafted and managed for your retirement years, income and tax planning, healthcare planning, inheritance, and legacy planning.
Our clients value their time, high-touch personal service, and the ongoing guidance of an experienced financial advisor.
To schedule an introductory call visit https://sammonswealth.com.
Stephanie Sammons is the founder/CEO of Sammons Wealth Management, a boutique fiduciary financial advisory firm serving the LGBTQ community.
Stephanie has a BBA in Economics and received her CFP® Certification in 2005. Before founding Sammons Wealth Management, Stephanie served as a VP-level Financial Advisor and held senior leadership roles at Merrill Lynch and UBS.
Stephanie was named one of the Top 100 Financial Advisors in the U.S. by Investopedia in 2018, 2019, 2020, and 2021.
Stephanie is married to her partner of 16 years, Dallas Attorney Kay Van Wey. They have two young adult sons and live in Dallas, Texas. Kay and Stephanie enjoy traveling, hiking, biking, and golf. Stephanie is also a singer-songwriter and recording artist.
Learn more about Sammons Wealth Management and schedule a complimentary introductory call.
Stephanie Sammons is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Sammons Wealth Management is a boutique fiduciary financial advisory firm serving the LGBTQ community. We specialize in peace of mind retirement solutions for LGBTQ professionals who are 50+.
We are based in Dallas, Texas but serve LGBTQ clients nationwide. Our client assets are held at TD Ameritrade Institutional, a respected partner to independent advisors and one which aligns with our fiduciary values.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Planning
- Portfolio Management
- Tax Planning
- Retirement Income Planning
- Restricted Stock and Stock Option Compensation
Ideal Clients
- LGBTQ Individuals and Couples
- High-earning LGBTQ Professionals
- LGBTQ Inheritors
- LGBTQ Managers and Executives
- LGBTQ Business Owners
Working Together
- Complimentary Introductory Call
- Zoom Meetings
- In-Office Meetings
- Competitive Asset-based Pricing
- No Commissions or Product Sales
Professional Designations & Affiliations
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Stephanie Sammons is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Stephanie Sammons is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Stephanie Sammons is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Stephanie Sammons is an Investopedia Top 2020 Advisor
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Stephanie Sammons is Quoted in US News and World Report: "Advisors See Planning for LGBTQ Community a Growing Niche"
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Stephanie Sammons is Featured on WealthManagement.com: "Wired Advisor, Stephanie Sammons on How Google+ Can Improve Your SEO"
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Stephanie Sammons is a Contributor to Kiplinger
Contact Stephanie Sammons
Office Locations:
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14555 Dallas Pkwy
Suite 100 - 257
Dallas, TX 75254 -
1831 12th Avenue South
Suite 243
Nashville, TN 37203
