Veteran Financial Advisor and CFP® Stephanie Sammons Launches Independent Fee-Only Advisory Firm
Dallas-based advisory firm, Sammons Wealth, specializes in serving women in business
DALLAS, June 27, 2017 /PRNewswire/ -- Dallas-based Certified Financial Planner™ (CFP®) and 20-year industry veteran, Stephanie Sammons, announced today the launch of Sammons Wealth, an independent fee-only financial advisory firm that provides fiduciary, comprehensive financial planning and investment management services to select clients nationwide.
Sammons spent most of her career with global financial services firms serving in leadership roles with both Merrill Lynch and UBS prior to starting her own advisory firm.
Sammons launched Sammons Wealth to specifically address the unique and largely underserved needs of successful women business owners and professionals working toward their ideal retirement lifestyle.
"For women who are responsible for their own financial success, we help them gain greater clarity, peace of mind, and security with their wealth" said Sammons. "I launched Sammons Wealth to serve women who have financial resources and assets, but may not have the time nor inclination to manage the intricacies of their financial lives and goals. Whether your retirement is going to be a period of reinvention, recreation, relaxation or some combination thereof, you need a comprehensive plan and a trusted partner to help you make that vision a reality."
Sammons Wealth operates under the belief that the role of a financial advisor today goes well beyond developing financial plans and managing portfolios. Sammons' mission is to develop a personal, trusted relationship with her clients and provide customized coaching and support every step of the way.
In addition to helping women, Sammons is also passionate about providing financial planning and wealth management solutions to the LGBT community, who have been presented with previously unconsidered wealth planning challenges since the landmark legalization of same-sex marriage in 2015.
"Those of us who are part of the LGBT community share common experiences, struggles and family dynamics, all of which influence our financial wellbeing," added Sammons. "Inclusivity, diversity and giving back to the LGBT community are important values of my firm."
Sammons Wealth custodies client assets with TD Ameritrade, a respected partner to independent advisors and one which aligns with the firm's fiduciary values. Sammons Wealth delivers strategic financial planning and smart investment portfolios for a flat annual fee based on the complexity of the client's situation.
A respected financial industry business consultant, Sammons has worked with numerous financial advisors and institutions on business development and positioning in the digital age. Sammons' first book, Linked to Influence, was a number-one bestselling business book on Amazon.
For more information about Sammons Wealth, please visit https://sammonswealth.com.
About Sammons Wealth:
Sammons Wealth is a Registered Investment Advisor (RIA) based in Dallas, TX. Founded in June 2017, Sammons Wealth provides fiduciary, comprehensive financial planning and investment management services to individuals and families nationwide, specializing in serving women and members of the LGBT community looking to grow their wealth and plan for retirement. Sammons Wealth is owned and operated by Stephanie Sammons, a Certified Financial Planner™ (CFP®) and investment advisor. Visit https://sammonswealth.com/ for more information.
SOURCE Sammons Wealth
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