Sarah Perry
Financial Assistant

Sarah Perry is an integral part of Ratner Wealth Management, LLC, offering exceptional support and service to our clients. With a keen eye for detail and a strong background in finance, Sarah assists in the development and execution of tailored financial strategies. She works closely with Jeffrey to ensure that every client's financial plan is meticulously crafted and effectively implemented. Sarah's dedication to client satisfaction and her ability to manage complex financial tasks make her a valuable asset to our team.


She is committed to providing clients with the highest level of service, ensuring their financial goals are met with precision and care. Sarah is responsible for detailed financial plan development and execution, providing exceptional client support and service excellence. She coordinates comprehensive financial strategies, manages complex financial tasks, and ensures precision and care in financial planning. Sarah's efforts are focused on enhancing client satisfaction through dedicated service and meticulous attention to detail.

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Have questions or want to learn more about how we can help you achieve your financial goals? We're here to assist you! Contact Ratner Wealth Management, LLC today for personalized advice and comprehensive wealth management services. We look forward to helping you plan your financial future!