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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What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
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