In the heart of Winter Park, where tree-lined streets meet a vibrant community spirit, one name resonates as a symbol of trust, community, and innovation: Sarah Grafton of Grafton Wealth Advisors. At forty, Sarah embodies an entrepreneurial spirit — balancing family and a flourishing career, driven by her unwavering dedication to her community and her faith.
Founded in 1972 by her father, Bill Grafton, Grafton Wealth Advisors began as a firm rooted in trust and integrity. Today, under the stewardship of Sarah and her brothers, Will and Dex, the company has evolved into a powerhouse independent wealth management firm, providing comprehensive services such as investment strategies, estate planning, and tax optimization. When asked what makes Grafton Wealth advisors different from other firms Sarah explained that they take a client centered approach to wealth management, “Every member of our team works for every client.” But what sets this firm apart is its enduring foundation: family.
For Sarah, Grafton Wealth Advisors is more than a business; it’s a legacy of service and connection. "Our father built this firm on relationships, not transactions," she explains. "That’s a value we carry forward in everything we do." This ethos permeates their approach to financial management, emphasizing long-term goals over short-term gains. As a Certified Financial Planner, Will brings strategic foresight to clients’ portfolios, while Dex, a Certified Financial Analyst, leverages analytical expertise to craft bespoke solutions. Together, this trio seamlessly blends talent, trust, and innovation to deliver unmatched services. You can still find Bill in the office tending to his clients that have been loyal since the firm’s original opening in 1972. His level of expertise is invaluable.
Sarah’s journey into the financial world began in 2007 after earning her degree, but her success extends far beyond the numbers. A trailblazer in the industry, Sarah has received accolades like the U.S. Presidential Service Award and I-4 Business Magazine's "Leader of the Year" for her contributions to business services and community impact. "We don’t just work in this community; we live here, raise our families here, and give back," Sarah says.
That dedication is evident in her extensive involvement in charitable and civic initiatives. As a board member for AdventHealth Winter Park, Rollins College Hamilton Holt, Runway to Hope, the Park Avenue District, the Albin Polasek Museum, and the Winter Park Economic Development Advisory Board, Sarah is a driving force behind transformative projects. Whether championing cancer research, supporting local businesses, or preserving cultural heritage, her influence is profound.
"Community is everything," Sarah reflects. "It’s where my kids play sports, where my neighbors show up to support one another, and where my family built its legacy." Married to Jason Siegel, President and CEO of the Greater Orlando Sports Commission, Sarah navigates the whirlwind of raising three active boys while spearheading philanthropic efforts and owning a company. From school events to charity galas, Sarah is a fixture, exuding energy and grace.
But how does she manage it all? Sarah credits her husband, parents, brothers and extended family for their unwavering support. "Jason is an incredible partner, and my parents are always there to lend a hand," she shares. "It’s not just about having a support system; it’s about being part of a community that shows up for one another."
At Grafton Wealth Advisors, this sense of community translates into client relationships. "Every family we serve becomes an extension of ours," Sarah explains. The firm’s personalized approach — informed by decades of experience and bolstered by cutting-edge financial tools — empowers clients to navigate life’s challenges with confidence. Whether helping young professionals build wealth or guiding retirees through legacy planning, Grafton Wealth Advisors tailors solutions to individual goals.
This family-first philosophy extends beyond the office. The Graftons are deeply committed to shaping a thriving, inclusive Winter Park. From sponsoring local events to mentoring future leaders, their impact ripples through the city they call home. "We believe in giving back, not because it’s good business, but because it’s the right thing to do," Sarah affirms.
For Sarah, "having it all" doesn’t mean juggling perfection; it means embracing balance. "Life is messy, especially with three boys," she laughs. "But when you align your passions with your purpose, it all feels manageable." Coaching her son’s on the basketball court or being their biggest cheerleader on the sidelines is one of her top priorities.
As Grafton Wealth Advisors continues to flourish, Sarah’s vision remains clear: to honor her father’s legacy while charting a path forward for the next generation. Her brothers share this commitment, ensuring the firm’s values remain its guiding star. "We’re not just building wealth; we’re building trust and relationships that last," she says.
In Sarah Grafton, Winter Park finds more than a leader; it finds a woman who exemplifies the art of balancing ambition, family, and community. And she inspires others to strive for the same.
For Sarah and the Grafton family, success is not just measured in numbers, but in the lives they touch, the legacies they build, and the community they help thrive.
Grafton Wealth Advisors: Services and Expertise
-Investment Strategies: Tailored solutions to align with your goals.
-Tax Planning: Minimize liabilities, maximize returns.
-Estate Planning: Secure your legacy for generations.
-Retirement Planning: Navigate your golden years with confidence.
To learn more about Grafton Wealth Advisors, visit graftonwealth.com.
"Our father built this firm on relationships, not transactions. That’s a value we carry forward in everything we do." –Sarah Grafton