Sara Steigerwald
Sara's Wealth Planning Philosophy
Putting the Markets in Perspective
The markets can seem intimidating, but they do not have to be.
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
Step-by-step strategy that helps address the following questions:
- How to resolve the concerns that are most on your mind?
- How to best achieve your financial goals?
- Is your investment plan on track?
A Plan that is Unique to You
Responds to changes in your life
Disciplined investment solutions to provide for your near, middle, and long term goals
Meet Our Team
Insights
Business
Incentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Outlook
Ready to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now
Wealth Planning
6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read Now
Wealth Planning
Fundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now
Markets
2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read Now
Wealth Planning
How to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read Now
Wealth Planning
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 12, 2024Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read Now
Outlook
November 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now
Wealth Planning
3 key motivations for giving this season
December 12, 2024The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowBusiness
Incentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowOutlook
Ready to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read NowWealth Planning
6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowWealth Planning
Fundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowMarkets
2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowWealth Planning
How to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowWealth Planning
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 12, 2024Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read NowOutlook
November 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read NowWealth Planning
3 key motivations for giving this season
December 12, 2024The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.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.