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
Investing
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Retirement
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Investing
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Retirement
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Family Legacy
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Markets and Economy
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Markets and Economy
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Family Legacy
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Family Legacy
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October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowInvesting
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowRetirement
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowInvesting
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowRetirement
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read NowFamily Legacy
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowMarkets and Economy
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowMarkets and Economy
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowFamily Legacy
Redefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowFamily Legacy
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
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