Sammons Wealth Management

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12720 Hillcrest Rd
Dallas, TX 75230

Sammons Wealth Management, founded by Certified Financial Planner Stephanie Sammons, specializes in guiding midlife professionals, particularly high-income LGBTQ individuals, independent women, and couples, toward achieving their ideal retirement. With over 30 years of experience, the firm offers personalized financial planning, investment management, and tax minimization strategies tailored to clients within 5 to 15 years of retirement who have accumulated $1 million or more in savings.

This boutique advisory firm is committed to providing dedicated service as a fiduciary, ensuring that clients receive customized planning without the pressure of product sales or third-party fees. Sammons Wealth Management focuses on aligning clients' wealth with their unique retirement goals, supporting them through the complexities of financial life to achieve peace of mind and live their best lives.

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