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Stephanie Sammons (CFP®)

Stephanie Sammons focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I’m Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ and Investment Manager with 25 years of experience guiding clients to and through retirement.

My passion is helping 50+ LGBTQ professionals plan, manage, and realize their ideal retirement vision. As LGBTQ individuals and couples, we have more complex needs when it comes to planning, retirement, and asset management. I have spent my career specializing in the needs of our community and deeply understand the challenges and opportunities that we have.

Sammons Wealth Management is based in Dallas, Texas. However, we serve clients nationwide and are not limited by geography. Our client account custodian is TD Ameritrade Institutional. Our services are most suitable for individuals and couples with a minimum of $750k+ in retirement and investment savings.

Visit https://sammonswealth.comto learn more and schedule an introductory call.

Additional Information

Retirement is arguably one of the greatest life transitions you will ever experience. This phase of life brings many questions when it comes to achieving your retirement goals and dreams. When can you retire? How much will you need? How long will it last? These are just a few of the important retirement questions to be answered.

Do you want to gain greater clarity on your vision for retirement and learn how to align your wealth with your vision? Learn more and schedule an introductory call at https://sammonswealth.com.

NAPFA Start Date

October 26, 2017

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