Sammons Wealth Management

Sammons Wealth Management is a boutique retirement planning and investment management firm dedicated to guiding 50+ professionals to and through retirement. With a commitment to equity, diversity, and inclusion, we serve as a fiduciary advisory firm, ensuring that our clients receive personalized, transparent, and unbiased financial advice. Our firm is small by design, allowing us to build deep and meaningful relationships with our clients, while providing a high level of service and attention to detail.

Who We Serve

Our clients are 50+ professionals who have accumulated a minimum of $750k in investment and retirement savings. We proudly serve LGBTQ professionals, women professionals, and couples who are committed to planning for their ideal retirement. Our clients value a one-on-one relationship with a trusted partner, the expertise of a seasoned veteran, and the importance of taking charge of their wealth.

Meet Stephanie Sammons, CFP

I'm Stephanie Sammons, Founder and Owner of Sammons Wealth Management. As a CERTIFIED FINANCIAL PLANNER Professional with 25+ years of experience, I've dedicated my career to guiding clients to and through retirement. After serving as a VP-level Financial Advisor and holding senior leadership roles at UBS and Merrill Lynch for 15 years, I founded Sammons Wealth Management to work as my authentic self, serve the clients I truly wanted to serve, and be free of corporate objectives that did not align with the best interests of my clients.

Meet Ashley Klug, Executive Administrative Assistant

Ashley Klug is heading up the firm's operations management and client service support. With industry knowledge and experience after serving in a similar role prior to joining the firm, Ashley is passionate about serving our clients. Her career background includes business management in the healthcare, education, and financial advisory industries. Ashley grew up in Wichita, Kansas, and graduated from Towson University in Maryland with a Bachelor's degree in Chemistry and a Minor in Business Administration.

Our Mission

Our mission at Sammons Wealth Management is to help 50+ professionals plan for their ideal retirement and maintain peace-of-mind throughout their retirement journey. Our clients value their time, high-touch personal service, and the ongoing guidance of an experienced financial advisor. As an independent fiduciary firm, we do not sell financial products, charge commissions or accept referral fees. We work with trusted platform partners who share our values to provide best in class planning, research, operations, and asset management solutions to our clients.

Our Services

At Sammons Wealth Management, we offer a comprehensive suite of retirement planning and investment management services, including:

• Retirement Planning: We design a customized retirement plan based on your vision and values, creating a personalized retirement paycheck and addressing tax reduction strategies, social security timing, and Medicare guidance.
• Investment Management: Our experienced team manages your investment portfolio, employing smart investing strategies to and through retirement, while reducing taxes now and in retirement.
• Long-Term Care, Estate, and Legacy Planning: We help you plan for the future, addressing long-term care needs, and facilitating estate and legacy planning.
• Client Center: Our secure, online client center provides you with 24/7 access to your account information and documents.

Our Industry Affiliations

As members of the Certified Financial Planners (CFP)Organization, the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network, the Financial Planning Association, and the Fee-Only Financial Advisor Network, we maintain the highest fiduciary standards for independent, fiduciary financial advisors.