Sara Steigerwald
Sara's Wealth Planning Philosophy
Putting the Markets in Perspective
The markets can seem intimidating, but they do not have to be. We provide clear & concise communication of how changes in the markets and global economy affect your specific financial situation and investment strategy.
Financial Confidence through Comprehensive Planning
We provide step-by-step strategies to help address the following questions:
- Is your investment plan on track?
- How to resolve the financial planning concerns that are most on your mind?
A Plan that is Unique to You
We construct a comprehensive plan that collaborates input from your tax advisors and legal advisors. We implement a plan that adapts to changes in your life and provides disciplined investment solutions to provide for your near, middle, and long-term goals.
This includes planning for the following objectives:
- Multi-generational wealth
- Stewardship of sudden, unexpected wealth
- Business Succession
- Investment Income
- Retirement Income
- Estate Planning
- Social Security and Medicare considerations
Meet Our Team
Insights
Markets and Economy
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
Family Legacy
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Wealth Planning
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
Investing
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now
Markets and Economy
If oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read Now
Investing
Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now
Markets and Economy
Fed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now
Markets and Economy
When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now
Wealth Planning
Wealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowMarkets and Economy
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowFamily Legacy
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowWealth Planning
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowInvesting
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowMarkets and Economy
If oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read NowInvesting
Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowMarkets and Economy
Fed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowMarkets and Economy
When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read NowWealth Planning
Wealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.