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

A Personal Approach to Investing

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.

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