Achieve Peace-of-Mind in Retirement
We help 50+ professionals design their ideal retirement, minimize taxes, and invest smarter.
Founder, Stephanie Sammons, CFP®
Stephanie Sammons is the founder and CEO of Sammons Wealth Management. As an experienced Certified Financial Planner® Professional, Stephanie and her team have been guiding 50+ professionals to and through retirement for over 30 years.
Sammons Wealth clients are typically high income professionals within 5 to 15 years of retirement who have accumulated $1M+ in retirement and investment savings. We work with LGBTQ professionals, independent women, and couples.
We specialize in helping you design your ideal retirement lifestyle and partner with you to plan and manage all facets of your retirement journey (retirement income planning, portfolio management, tax minimization, Social Security and Medicare, long-term care, inheritance, and more.)
As a boutique planning and wealth management firm, we are only able to accept a few new client relationships each year. Our clients love and appreciate our sincere dedication to personalized service, customized planning, accessibility, and attention to detail.
Sammons Wealth is a fiduciary advisory firm. We do not sell products, charge commissions, or accept third-party fees. Our client investment and retirement account assets are held at Charles Schwab.
Who We Serve
Our Clients are within 5 to 15 years of retirement, or already retired, and have accumulated $1M+ in retirement and investment savings.
LGBTQ Professionals
Despite hard-won gains in equality on the legal front and in the workplace, we again face setbacks and major challenges. We must plan for retirement differently and carefully.
Independent Women
By 2030, women will control two-thirds of the nation’s wealth. We are also living longer and healthier lives. That means we need to plan for our health span and our life span.
Couples
When there are two of you there are two sets of goals and dreams. You are on the retirement journey together and should be equally involved in the planning experience.
Create a Plan for Your Ideal Retirement
Planning is the key to peace-of-mind in retirement.
Design your retirement around your Goals, dreams and values
Have confidence in Your Retirement income strategy
Invest smarter to grow and preserve Your wealth
Minimize taxes over your lifetime
receive social security and medicare guidance
Plan for long-term Care and leaving a legacy
Featured In
The Key to Your Ideal Retirement is Having a Solid Plan in Place
Professional Affiliations
