Meet the Team
How We Work
Work with a comprehensive financial advisory team that understands your specific relationship with money. Wilson Peak Wealth Management guides you to make sound decisions for your financial future and helps you gain a better understanding of investing, tax mitigation strategies, retirement planning, estate planning strategies and wealth preservation.
We are located in Upper Saddle River, New Jesrey and serve clients thoughout the United States.
Jeffrey J. Wilson, CFP®
Managing Director
201-661-8944
jeffrey.wilson@wilsonpeakwm.com
Focus and experience: For 18 years Jeff has provided comprehensive investment planning for families, business owners, working professionals and retirees. He will help you clarify and prioritize your financial goals, then construct an...
Stacy Wilson
Director of Operations
201-661-8944
Focus and Experience: Stacy runs the day-to-day office operations at Wilson Peak Wealth Management and manages marketing and client education. Background and Credentials: Stacy earned her undergraduate degree at Colorado College in...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Wilson Peak Wealth Management addresses your needs of today and for many years to come. We look forward to working with you, your family and anyone important to you.