Sammons Wealth

Sammons Wealth Management is a fee-only, state-registered advisory firm that provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm focuses on clients approaching retirement and those with approximately one million dollars or more in investable assets, and it also offers limited one-time planning engagements and employee benefit plan advisory.

The firm’s investment process is grounded in Modern Portfolio Theory and typically blends passive core holdings with selective active funds and ETFs to build globally diversified, tax-aware portfolios; ongoing services include tax-return reviews, tax-loss harvesting, and periodic rebalancing. Sammons Wealth coordinates with outside managers and custodians to implement strategies, commonly uses a major institutional custodian for managed accounts, and may utilize third-party platforms such as Betterment Advisor Solutions for certain plan or wrap-fee implementations.

Compared with many peers, Sammons Wealth operates as a single-advisor practice with a relatively small client roster, a structure that is tied to selective availability of planning services and closer advisor oversight of client relationships. The founder holds the CFP® designation and maintains an outside artistic activity; the firm also discloses that proxy voting is retained by clients and that some client accounts may be managed through third-party wrap arrangements.