Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Two women laptop

Jennifer Wildman

Authorized Officer

Associate Financial Advisor

Jennifer Wildman has been working in the financial services industry since 1992 and possesses a varied and vast skill set.  Jenn is the "multi tool" of Sage Wealth Management Group.  As such, she has moved into the role of Team Administrator.  She is the team's relationship manager and takes pride in being an advocate for the client.  Jenn has a holistic view of the complex needs of each relationship and works alongside the client, as well as their legal and tax professionals, for a robust team approach to both planning and service.  

Jennifer lives in Linwood, NJ and enjoys entertaining, traveling and spending quality time outdoors with her husband Chris and their two sons, Zack and Steven. 

Registered States:
  • AZ
  • CA
  • CT
  • DE
  • FL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Chartered Retirement Planning Counselor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Philanthropy
Asset allocation
Sustainable investing
Lending services
Multi-generational families
Women investors
1337 Tilton Road
Northfield, NJ 08225

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Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

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A leading global wealth manager

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

Global leader

UBS is a leading and truly global wealth manager

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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