Who We Are

For over three decades, LeRoy Wealth Management Group has delivered bespoke financial planning and wealth management solutions to high-net-worth individuals and families. As part of one of the nation's most distinguished independent financial planning firms, Summit Financial, we are committed to providing unparalleled expertise and personalized service.

LeRoy Wealth Management Group

John J. LeRoy, CFP^®

Founder of LeRoy Wealth Management Group, Principal at Summit Financial, LLC

973-285-3634

jleroy@sfr1.com

John is a CERTIFIED FINANCIAL PLANNER® professional and the founder of LeRoy Wealth Management Group at Summit Financial, LLC. Starting with the firm in 1991, John has over 30 years of experience working with high net-worth individuals...

Nick Villano, CFP®

Managing Director

973-285-4508

nvillano@sfr1.com

Nick Villano is Managing Director of LeRoy Wealth Management Group. With more than seven years of experience in the financial industry, Nick oversees business operations and strategy for the practice. In addition, Nick works alongside...

Karen O’Brien

Director of Client Services

973-285-7419

kobrien@sfr1.com

Karen is Director of Client Services for LeRoy Wealth Management Group. With over 20 years of experience in the financial services industry, Karen plays an integral role in LeRoy Wealth Management Group’s client servicing and...

Natalie Delory

Operations Specialist

973-285-4570

ndelory@sfr1.com

Natalie is the Operations Specialist for LeRoy Wealth Management Group.With over 15 years of experience in private equity and real estate, Natalie joined LeRoy Wealth Management Group in 2023. She is responsible for insurance and...