Stephanie Sammons

CERTIFIED FINANCIAL PLANNER™

Guiding LGBTQ individuals and couples to and through retirement.

Sammons Wealth Management

Dallas, TX
Nashville, TN
Anywhere / Virtual Meetings
Stephanie Sammons
  • https://facebook.com/stephaniesammonscfp
  • https://linkedin.com/in/stephaniesammons
  • https://twitter.com/stephsammons

Peace of mind retirement planning and wealth management for 50+ LGBTQ individuals and couples.

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I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Jump To: Designations & Affiliations Media Quotes

I’m Stephanie Sammons, Founder/CEO of Sammons Wealth Management. I'm a CERTIFIED FINANCIAL PLANNER™ and Wealth Manager with 25 years of experience guiding the LGBTQ Community to and through retirement.

Our mission at Sammons Wealth Management is to help you make your unique vision for retirement a reality!

Most of our clients are LGBTQ (and LGBTQ-friendly) professionals who are 50+ and within 10-15 years from retirement (or already retired) and have accumulated $1M+ in investment and retirement assets.

Our LGBTQ retirement planning solutions include our proprietary G.R.O.W. Retirement Planning Process, portfolios crafted and managed for your retirement years, income and tax planning, healthcare planning, inheritance, and legacy planning.

Our clients value their time, high-touch personal service, and the ongoing guidance of an experienced financial advisor.

To schedule an introductory call visit https://sammonswealth.com. 

Get to Know Stephanie Sammons

Stephanie Sammons is the founder/CEO of Sammons Wealth Management, a boutique fiduciary financial advisory firm serving the LGBTQ community.

Stephanie has a BBA in Economics and received her CFP® Certification in 2005. Before founding Sammons Wealth Management, Stephanie served as a VP-level Financial Advisor and held senior leadership roles at Merrill Lynch and UBS.

Stephanie was named one of the Top 100 Financial Advisors in the U.S. by Investopedia in 2018, 2019, 2020, and 2021. 

Stephanie is married to her partner of 16 years, Dallas Attorney Kay Van Wey. They have two young adult sons and live in Dallas, Texas. Kay and Stephanie enjoy traveling, hiking, biking, and golf. Stephanie is also a singer-songwriter and recording artist.

Learn more about Sammons Wealth Management and schedule a complimentary introductory call. 

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I Can Help You With:

  • Retirement Planning
  • Portfolio Management
  • Tax Planning
  • Retirement Income Planning
  • Restricted Stock and Stock Option Compensation

Ideal Clients:

  • LGBTQ Individuals and Couples
  • High-earning LGBTQ Professionals
  • LGBTQ Inheritors
  • LGBTQ Managers and Executives
  • LGBTQ Business Owners

Fee-Only and Fiduciary - Without Exception

Watch Our Video: Fee-Only, Fiduciary, Independent

Fee-Only and Fiduciary: Two Non-Negotiables When Hiring a Financial Advisor

Fee-Only, Fee-Based, and Commission-Based Financial Advisors - What's the Difference?

Stephanie Sammons's Designations and Affiliations

Media Mentions and Industry Involvement

Office Locations

  • 14555 Dallas Pkwy, Suite 100 - 257 - Dallas, TX 75254

  • 1831 12th Avenue South, Suite 243 - Nashville, TN 37203

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

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