LPL Financial (LPLA) announced Jeffrey Wilson and Michael Sadowski of Wilson Peak Wealth Management Inc. have joined LPL Financial’s broker-dealer and Registered Investment Advisor platform and will be leveraging Private Advisor Group’s infrastructure for the next stage of their growth. They reported serving approximately $150M in advisory, brokerage and retirement plan assets and join LPL from Wells Fargo Advisors. Located in Upper Saddle River, New Jersey, within the metropolitan New York area, Wilson Peak Wealth Management was founded by Wilson, who has 20 years of industry experience. The team provides comprehensive financial planning services, specializing in tax and estate planning strategies, and they serve professionals, next generation accumulators, retirees, entrepreneurs and families. They have built long-term relationships with clients and their families, working together to ensure that they’re on target to meet their financial goals.
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