McPeak Wealth Management Group

Bringing Institutional Money Management to the Individual Investor

A Personal Approach to Investing

At the McPeak Wealth Management Group, we seek to apply our service-oriented philosophy to a very select group of clientele who deserve the highest level of service and professionalism. Our clients need and want an investment professional who will listen to them, care about them, and provide a level of service and attention that meets their needs and exceeds their expectations.

In 2024, Neil McPeak, President and Founding Partner, was ranked #69 to Barron's Top 100 Independent Advisors in the country.1

From 2015-2024, Neil McPeak has been named to Barron's exclusive ranking of America's Top 1,200 Financial Advisors. Neil McPeak was ranked #30 in 2020, #25 in 2021, #15 in 2022, #8 in 2023 and #9 in 2024 in this annual ranking.2

In the 2018 Forbes Best-In-State Wealth Advisors, Neil was ranked #43 in New Jersey.3

Our nine team members – including financial advisors and client associates – are backed by more than 100 years of combined industry experience, ensuring your financial investment needs are being tended to by diligent professionals.

Among our six financial advisors, we are proud to have maintained industry-related designations, certifications, and collegiate degrees.

  • Four CERTIFIED FINANCIAL PLANNER™ professional designations
    1. Neil McPeak Jr.
    2. Michael Weeks
    3. Louis Perfetti 
    4. Kyle Roffina
  • Three Certified Exit Planning Advisors
    1. Michael Weeks
    2. Louis Perfetti
    3. Kyle Roffina
  • Two Master of Science in Personal Financial Planning
    1. Michael Weeks 
    2. Louis Perfetti
  • One Master of Business Administration
    1. Eric DeAngelis
  • One Certified Investment Management Analyst® designation
    1. Eric DeAngelis

12024 Barron's Top 100 Independent Advisors: Awarded September 2024; Data Compiled by Barron's based on the time period from July 2023 - June 2024 (Source: Barrons.com). The Barron's Top 100 Independent Advisors ratings are based on the previous year's assets under management, revenue generated for the advisors' firms, and the quality of the advisors' practices. Investment performance isn't an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

22024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com).  2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022. 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021.   2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020.  2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019.  2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018.  2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017.  2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016.  2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015.  2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014.  The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

32018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

McPeak Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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