Stephanie Sammons

CFP®

Sammons Wealth Management

Founder & CEO, Financial Advisor

Stephanie Sammons

CFP®

Sammons Wealth Management

Founder & CEO, Financial Advisor

I help independent women and LGBTQ professionals clarify their financial goals and take charge of their wealth. - Stephanie Sammons, CFP®

Fee-Only Financial Planner/Investment Manager based in Dallas, Texas primarily serving independent women and LGBTQ professionals nationwide.

Sammons Wealth Management is an independent, fiduciary and fee-only advisory firm. This means that we take a fiduciary oath to put the best interests of our clients first and our financial advice is 100% objective.

As a fee-only advisor, we do not sell financial products, charge commissions or accept referral fees. We offer our clients a flexible service model where pricing is completely transparent and based on the complexity of your situation. (Our services are most suitable for clients who have $500k or more in investable assets)

Although we are based in Dallas, Texas, we serve clients nationwide. Our client assets are held at TD Ameritrade, a respected partner to independent advisors and one which aligns with our fiduciary values.

Stephanie Sammons, CFP®, is founder/CEO of Sammons Wealth Management and a veteran financial advisor. As a former senior manager at both Merrill Lynch and UBS, she has been serving clients for more than 20 years.

Hi, I'm Stephanie Sammons, a Fee-Only Certified Financial Planner™ and Investment Manager with more than 20 years of experience.

Although my clients come from all walks of life, I am primarily focused on helping independent women and LGBTQ professionals who are in 'midlife' to clarify their financial goals and take charge of their wealth.

Midlife is that central period between the ages of 40 and 70 where we spend time reassessing our lives and thinking more about our future goals and impact.

Midlife is also a critical time to plan for your financial future! What are your goals and dreams? How do you want to spend your time in this next phase of life? What is your vision for retirement and what steps should you take to create your ideal financial future?

Some of the important financial issues you may be concerned with during this life phase include: 

  • clarifying your life goals and developing a detailed financial plan
  • organizing and gaining more control over your financial life
  • preparing for a secure retirement
  • caring for aging parents or handling a new inheritance
  • navigating a major life transition such as new marriage/divorce or job change
  • reevaluating your investment portfolio to make sure it's right for you
  • minimizing your taxes, risks, and fees

From developing your Personal Financial Roadmap™ to providing ongoing guidance, total wealth management, and support to help you follow through on your goals, together we can make sure your ideal financial future becomes a reality.

Complete the short form below and schedule a 30 minute introductory call with me to discuss your situation.

Learn more at https://sammonswealth.com

The Personal Side:

I married my long-time partner in 2016 and am a step-mom to our two teenage boys who were adopted from Russia. I'm a bestselling author (Linked to Influence, 2015), nationally known speaker, and a recording singer-songwriter. I played college basketball (point guard), enjoy hot yoga, snowboarding, snowshoeing, and hiking. Last but certainly not least...I’m a lifelong Dallas Cowboys fan!

Stephanie Sammons is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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 an independent, fiduciary and fee-only advisory firm. This means that we take a fiduciary oath to put the best interests of our clients first and our financial advice is 100% objective. As a fee-only advisor, we do not sell financial products, charge commissions or accept referral fees.

Although we are based in Dallas, Texas, we serve clients nationwide. Our client assets are held at TD Ameritrade, a respected partner to independent advisors and one which aligns with our fiduciary values.

Specialties

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Retirement Plans

Ideal Clients

  • LGBTQ Individuals and Couples
  • LGBTQ Professionals
  • Women Professionals
  • Women in Transition
  • Retirees and Near Retirees

Working Together

  • Virtual Meetings
  • In-Office Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Stephanie Sammons is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Stephanie Sammons is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • XY Planning Network
    Stephanie Sammons is a Member of the XY Planning Network

    The 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.

Contact Stephanie Sammons

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Office Locations:

  • 16135 Preston Rd
    Suite 307
    Dallas, TX 75248

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