Sarah WieczorekSarah WieczorekClient Associate
About Sarah
Sarah Wieczorek is a Client Associate at J.P. Morgan Wealth Management.
In her forward-facing role, Sarah serves as a dedicated point of contact for the administrative functions that impact clients of The Gluck Group. Her responsibilities lie at the heart of the team's day-to-day activities and include onboarding procedures, account maintenance and distributing research reports. She is known for her proactive outreach and reputation for delivering a boutique-quality customer experience.
After a lengthy career in the fashion industry, she pivoted to wealth management for the opportunity to overlay her creative skillset on the discipline of finance management. Sarah joined J.P. Morgan in 2021 and holds the FINRA Series 66 and 7 securities licenses.
Born and raised in the Midwest, Sarah graduated from Kent State University, Ohio with a B.A. in Fashion Design. She moved to Los Angeles in 2001 and now resides in Whittier, CA. Outside of work, Sarah enjoys spending time with family and friends, has a passion for cooking and stays active with yoga, gardening and endless DIY projects.
Insights
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
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Retirement planning: Contribution limits for 2026
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Incentive stock options and the AMT
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New Year, new perspective (on your financial future)
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December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowDecember 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read NowPlanning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowYour values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowRetirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read NowMaximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read NowIncentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowNew Year, new perspective (on your financial future)
December 3, 2025The New Year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now