Wilson Munoz Email & Phone Number

Wilson Munoz

Founder & Principal Wealth Advisor at WM Private Wealth Management | Somerville, New Jersey, United States

Wilson Munoz Socials
About Wilson Munoz

Wilson Munoz is a distinguished Wealth Advisor and Managing Partner at Northeast Wealth Planners, where he leverages his extensive background in finance to provide tailored wealth management solutions. Graduating from Montclair State University with a degree in Finance & Management, Wilson began his career at Goldman Sachs, working within an executive financial planning team at The Ayco Company L.P. However, his passion for personalized financial guidance led him to transition from the corporate environment to a more client-focused role, where he could make a tangible difference in individuals' financial lives.

At Northeast Wealth Planners, Wilson specializes in a comprehensive array of professional offerings, including wealth building, preservation, and distribution strategies. His expertise extends to investment planning, insurance planning, business planning, and estate planning, allowing him to craft holistic financial strategies that align with his clients' unique goals. Wilson's proficiency in cash flow analysis and tax strategies further enhances his ability to deliver customized solutions that optimize financial outcomes.

Currently, Wilson is spearheading several key projects aimed at enhancing client engagement through innovative financial education initiatives and leveraging social media to broaden outreach. His leadership skills and commitment to client success have positioned him as a trusted advisor in the wealth management industry. By focusing on building long-term relationships and understanding the intricacies of each client's financial landscape, Wilson Munoz continues to empower individuals and businesses to achieve their financial aspirations with confidence.

Wilson Munoz Work
1 experience icon

Founder & Principal Wealth Advisor at WM Private Wealth Management in April 2025 to Present

2 experience icon

Wealth Advisor & Managing Partner at Northeast Wealth Planners in December 2014 to April 2025

3 experience icon

Financial Specialist at Northeast Planning Corporation in July 2011 to January 2017

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Wilson Munoz Skills

Financial Planning

Investments

Business Planning

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Frequently Asked Questions about Wilson Munoz

What is Wilson Munoz email address?

Email Wilson Munoz at [email protected]. This email is the most updated Wilson Munoz email found in 2026.

What is Wilson Munoz phone number?

Wilson Munoz phone number is +17322616384 and +17324915933.

How to contact Wilson Munoz?

To contact Wilson Munoz send an email to [email protected]. If you want to call Wilson Munoz try calling on +17322616384 and +17324915933.

What is Wilson Munoz net worth?

Wilson Munoz has an estimated net worth of $2,500 to $24,999

What company does Wilson Munoz work for?

Wilson Munoz works for WM Private Wealth Management

What is Wilson Munoz's role at WM Private Wealth Management?

Wilson Munoz is Founder & Principal Wealth Advisor

What industry does Wilson Munoz work in?

Wilson Munoz works in the Financial Services industry.

Wilson Munoz Email Addresses

Email Wilson Munoz at [email protected]. This email is the most updated Wilson Munoz email found in 2026.

Wilson Munoz Phone Numbers

Wilson Munoz phone number is +17322616384 and +17324915933.
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