Meet the Team
How We Work
Wilson Peak Wealth Management helps you take a proactive approach to your personal financial situation. We guide you to make sound decisions for your financial future and guide you to gain a better understanding of investing, retirement planning, estate planning strategies and wealth preservation.
With our years of exceptional client service and our training as financial professionals, we have developed a reputation for educating individuals in an easy-to-understand manner so they can pursue their financial objectives. Most importantly, we hope you see the value of working with us to pursue your financial goals.
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...
Michael Sadowski, CFP®
Assistant Financial Advisor
michael.sadowski@wilsonpeakwm.com
Focus: Michael works diligently to support clients in pursuing their financial goals. His expertise includes retirement plan development using industry leading software, onboarding new clients using a developed process, and a desire...
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 your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.