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.