The Team

The McPeak Wealth Management Group of Wells Fargo Advisors.

  • Nine Team Members
  • 90 years combined Wealth Management Experience
  • Four CERTIFIED FINANCIAL PLANNERTM Practitioners – CFP®
  • Three Master's in Financial Planning
  • One Certified Investment Management Analyst – CIMA®
  • Forbes Best-In-State Wealth Advisors* - New Jersey (2018, Neil McPeak)
  • Barron's Top 1,200 Advisors in the country* (2015, 2016,2017 Neil McPeak)
  • Barron's Top 1,000 Advisors in the country (2011, 2012, 2013, 2014 Neil McPeak)
  • Financial Times 400 Top Financial Advisors (2016, 2017 Neil McPeak)
  • $1.08 Billion in Assets Under Management**
  • $226 Million in Discretionary Private Investment Management (PIM) Platform***