Sammons Wealth Management is a boutique fiduciary financial planning and wealth management firm founded by Certified Financial Planner® Stephanie Sammons. For more than 30 years, Stephanie and her team have guided professionals aged 50 and older toward and through retirement. The firm primarily serves LGBTQ professionals, independent women, and couples who are within five to 15 years of retirement or already retired, often with at least $1 million in retirement and investment savings.

Sammons Wealth helps clients shape retirement around their goals, dreams, and values. Its services include retirement income planning, investment and portfolio management, tax-minimization strategies, and guidance on Social Security, Medicare, long-term care, and inheritance planning. The firm aims to help clients build confidence in their income strategy, invest thoughtfully, preserve wealth, and prepare for the future.

Sammons Wealth emphasizes personalized planning, accessibility, and attention to detail, accepting only a limited number of new client relationships each year. It does not sell products, charge commissions, or accept third-party fees.