Jeffrey J. Wilson and Michael Sadowski have moved Wilson Peak Wealth Management to LPL Financial’s broker-dealer and registered investment advisor platform, aligning with Private Advisor Group to support the firm’s next phase of growth. The advisors reported serving approximately $150 million in advisory, brokerage, and retirement plan assets and previously operated at Wells Fargo Advisors.
Based in Upper Saddle River, New Jersey, Wilson Peak Wealth was founded by Wilson, who has 20 years of experience in the financial services industry. The practice provides comprehensive financial planning, with a focus on tax and estate planning strategies, serving professionals, entrepreneurs, families, next-generation accumulators and retirees across the New York metropolitan area.
Wilson said the move reflects a deliberate choice to operate independently and expand the firm’s capabilities while maintaining a high-touch client service model. He cited a structured approach built around recurring systems, including a multi-step client process, a quarterly service matrix, proactive communication and a personal financial organizer designed to help clients define and pursue their goals.
The team, which also includes Director of Operations Stacy Wilson, said it sought greater autonomy and access to advanced technology, particularly around tools supporting estate and tax planning. Wilson said LPL’s focus on supporting independent advisors was a key factor in selecting the platform.
Scott Posner, managing director of business development at LPL, said the firm welcomed Wilson and his team and described the transition as part of a broader trend of advisors seeking independence to increase flexibility and better serve clients. Karen Hayes, a business development consultant at Private Advisor Group, said the group was excited to support the team as it leverages new resources while continuing to deepen client service.
LPL Financial Holdings Inc. is a wealth management firm that supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions. LPL reported servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of about 8 million Americans.
KEY QUOTES:
“We are independent by choice which allows me and my team to provide individualized, premium service to each of our clients. I make decisions about technology, team members, investments and service schedules that are in my clients’ best interests. I have structured my practice with recurring systems: a multiple-step client process, a quarterly service matrix, easy accessibility, proactive communication and a personal financial organizer to help our clients define their financial goals. I’m continuously looking to raise the bar for client service, whether its providing new services and technology or training new team members.”
“I knew I wanted more freedom around technology and estate and tax planning tools to use with my clients. LPL Financial’s only mission is to support independent advisors. Fundamentally, LPL allows me to run Wilson Peak Wealth Management in a way that best serves our clients.”
Jeffrey J. Wilson, Founder and Financial Advisor, Wilson Peak Wealth Management
“We welcome Jeffrey and his team to the LPL community and congratulate them on the move to independence. With more freedom and flexibility, financial advisors who choose LPL can work more effectively, run thriving practices and create value for their clients. We look forward to supporting Wilson Peak Wealth Management for years to come.”
Scott Posner, Managing Director of Business Development, LPL Financial
“We’re delighted to welcome Jeff, Stacy and Michael to Private Advisor Group. From the moment we connected, it was clear how deeply they care about their clients and the future of their practice. They’ve been an absolute pleasure to work with, and I’m genuinely excited to watch them leave their mark across the Private Advisor Group and LPL communities as they continue to grow, tap into new resources and deepen the remarkable service they provide to clients.”
Karen Hayes, Business Development Consultant, Private Advisor Group
