Sarah Man is a Certified Financial Planner and Investment Portfolio Management Director at Morgan Stanley for high-achieving women and families.  She empowers her clients to make intelligent financial decisions using the Legacy Wealth Map, a financial framework that helps them build, protect, and transfer their wealth.

Her approach focuses on identifying what clients want to accomplish with their affluence, developing a customized roadmap for their financial success, managing their investments, and ensuring they leave the legacy they desire. She has helped clients to retire early and live the life they envisioned with the security of knowing that their assets will be there for their lifetime, regardless of how long they live.

Sarah earned her Bachelor of Arts degree in economics from the University of California,

Berkeley, and was awarded a J.D. degree from the Hastings College of Law in San Francisco. Her legal background in patent law, intellectual property rights, family law, real estate, banking, and insurance, offers insights to protect clients’ interests.

Sarah has been recognized five times as a Five Star Wealth Manager by Connecticut Magazine and Westchester Magazine most recently in 2018. She was named Top Wealth Adviser Mom in 2017 and 2018 by Working Mother Magazine and was featured in the Connecticut Post Newspaper. She has four children, but finds time to enjoy golf, tennis and entertaining at home. She is fluent in both Cantonese and Mandarin.