Sammons Wealth Management

Stephanie Sammons, CFP®, is the founder/CEO of Sammons Wealth Management. We guide 50+ LGBTQ professionals to and through their retirement journey. We offer our clients holistic retirement planning and portfolio management. 

Sammons Wealth Management is based in Dallas, Texas, and serves clients nationwide. Stephanie Sammons, CFP®, has 25 years of experience in helping high net worth clients define their unique retirement vision, grow and protect wealth, and find greater peace of mind in retirement. 

As an independent, fiduciary advisory firm, we've taken a fiduciary oath to put the best interests of our clients first. Our financial advice and guidance is 100% objective. We do not sell financial products, earn commissions, or accept referral fees. Sammons Wealth Management client accounts are held at TD Ameritrade Institutional, a respected partner to independent advisors and a financial firm that aligns with our fiduciary values.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

12720 Preston Rd. Ste 600 Dallas, TX 75230 Phone: (972) 440-1194

Primary Office

12720 Preston Rd. Ste 600 Dallas, TX 75230 Phone: (972) 440-1194