What We Offer
Wells Fargo Advisors Financial Network does not provide legal or tax advice.
Wealth Management
A holistic approach to managing, aiming to preserve and transition your wealth.
Business Planning
Navigate ownership transitions, liquidity events, and succession with a trusted partner by your side.
Investment Management
Integrate your investment plan with proactive tax planning strategies to help preserve more of what you earn.
Trust & Estate Planning Strategies
Preserve what you’ve built and pass it on with intention, care, and confidence.
Our Approach
Listen & Understand
The first step in developing a plan is to listen and understand your needs and goals. At this time we will gather all of the necessary information and come to an understanding as to how a client would like to proceed with the planning process.
Analyze & Develop a Plan
With four diverse CERTIFIED FINANCIAL PLANNER® practitioners, we are equipped to tackle a wide array of wealth management challenges. Using our own customized investment planning process, we will look at a client’s situation and develop a comprehensive investment plan.
Implement
Using an independent, objective, unbiased and cost effective approach, we will implement your plan using the best resources available.
Review, Evaluate & Adjust
Our plan and relationship does not stop with implementation, but rather we strive to evaluate and adjust your plan as changes in your life and the marketplace arise.
Awards and Recognitions
BARRON’S TOP 1200 FINANCIAL ADVISORS - NEW JERSEY
In 2025, Neil McPeak Sr., President and Founding Partner, was ranked #4 to Barron's Top 1200 Financial Advisors in New Jersey.
BARRON’S TOP 100 INDEPENDENT ADVISORS
In 2025, Neil McPeak Sr., President and Founding Partner, was ranked #58 to Barron's Top 100 Independent Advisors in the country.
FORBES BEST-IN-STATE WEALTH ADVISORS - NEW JERSEY
In 2025, Neil McPeak Sr., President and Founding Partner, was ranked #3 to Forbes Best-In-State Wealth Advisors in New Jersey.
FORBES TOP 250 WEALTH ADVISORS
In 2025, Neil McPeak, President and Founding Partner, was ranked #240 to 2025 Forbes Top 250 Wealth Advisors.
2025 Barron’s Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron’s
based on the time period from Oct. 2023 – Sept. 2024. (Source: View Award Disclosures).
2025 Barron’s Top 100 Independent Advisors: Awarded September 2025; Data Compiled by Barron’s
based on the time period from July 2024- June 2025 (Source: View Award Disclosures).
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC
based on the time period from 6/30/23- 6/30/24. (Source: View Award Disclosures).
2025 Forbes Top 250 Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC
based on the time period from 6/30/23 – 6/30/24 (Source: View Award Disclosures).
History
With over 100 years of combined wealth management experience, we are well suited to help you plan for your financial goals.
Contact Us
Start securing your financial future today by scheduling a conversation and learning more about the ways McPeak Wealth Management can help you.