McPeak Wealth Management Group

Bringing Institutional Money Management to the Individual Investor

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A Personal Approach to Investing
At the McPeak Investment 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.

    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, NY, OH, OR, PA, 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.

    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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

    A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

    © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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