Sara SteigerwaldSara SteigerwaldWealth Advisor
LinkedInAbout Sara
Sara Steigerwald is a Wealth Advisor in the Chicago office of J.P. Morgan Wealth Management.
Sara's focus is on helping clients achieve financial independence at any stage in life.
A magna cum laude graduate of Harvard University, Sara received an M.A. in Finance in 2011. She also holds a Bachelor of Engineering in Biomedical Engineering from Case Western Reserve University.
Investing has been an integral part of Sara's life. At the age of thirteen, she purchased her first mutual fund. By working at weekend and summer jobs, Sara continued to diligently save and invest. This enabled her to support the cost of her education.
In 2000, Sara began her career at Synplicity, Inc., a company that built software for microchip designs. She advised Fortune 500 companies on synthesis of their semiconductor code, helping to get their products to market on time.
Sara successfully bridged her career to the financial industry by using many of the same skills she developed in engineering. Staying focused on the solution, removing emotion from the equation, and producing a result that is based on reason and logic is the same process she uses in navigating financial markets. At J.P. Morgan, Sara employs these skills to help clients protect and grow their wealth. She engages the full resources of the firm to implement comprehensive strategies that are unique to each person's or family's goals. Additionally, Sara collaborates with her client's entire wealth team, including their tax advisors, business advisors, and estate planning attorneys when implementing a financial plan.
This includes planning for the following objectives:
• Multi-generational wealth
• Stewardship of sudden, unexpected wealth
• Employee Stock Option Plans
• Business Succession
• Estate Planning
• Investment Income
• Retirement Income
• Social Security and Medicare considerations
• Education funding
Insights
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October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowSeptember 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read NowPutting this week's events into context
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