Stephanie Sammons, CFP® Sammons Wealth Management

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About Stephanie Sammons, CFP®

I’m Stephanie Sammons, a Certified Financial Planner™ and Wealth Manager with more than 20 years of experience.

My specialty is working with forward-thinking women professionals who are in their prime earning years. I help my clients achieve financial peace of mind in midlife. My process includes helping you define your ‘second-half’ life goals, planning with purpose, and mastering your money in midlife!

Because your life goals involve more than just money, I utilize a unique 3D financial planning approach with my clients where we focus on planning for the 3 dimensions of YOU: Your wealth, your work, and your wellness.

I’m also a coach at heart, which means I view my role as being your financial coach who delivers ongoing personalized advice and guidance, support, encouragement, and accountability to help you implement your plan and stay on track.

Learn more and schedule a complimentary intro call: https://sammonswealth.com/schedule-intro-call/

Sammons Wealth Management is a fee-only fiduciary wealth management firm based in Dallas, Texas and serving clients nationwide. As a fiduciary, we take an oath to put the best interests of our clients first, and our financial advice is 100% objective. We do not sell financial products, charge commissions or earn referral fees from any third party.

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Ideal Clients

  • Female Executives
  • Gen X
  • LGBTQ Women
  • Women Professionals

Ways Advisor Charges

  • Quarterly Fee

Fee Options

  • Quarterly Fee: $1250+/Qtr

SEC Records

States Registered

  • Texas

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