
Sara SteigerwaldSara SteigerwaldWealth Advisor
About 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. This includes planning for the following objectives:
• Retirement Income
• Social Security and Medicare considerations
• Estate Planning
• Education funding
• Business Succession
• Multi-generational wealth
• Stewardship of sudden, unexpected wealth
Outside of work, Sara has been a long-time supporter of Wounded Warrior Project, Shriners Hospital for Children, Juvenile Diabetes Research Foundation, and The Salvation Army.
Insights

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Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
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June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
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May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
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