McPeak Wealth Management Group

Bringing Institutional Money Management to the Individual Investor

Contact Our Team
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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.

Every year since 2011, 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 and #15 in 2022 in this annual ranking.

*(2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 Neil McPeak) The Barron's Top 1,200 State by State Advisors ratings are based on the previous years 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.

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

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.

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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 (Neil McPeak Jr., Michael Weeks, Louis Perfetti, Kyle Roffina)
• Three Certified Exit Planning Advisors (Michael Weeks, Louis Perfetti, Kyle Roffina)
• Two Master of Science in Personal Financial Planning (Michael Weeks, Louis Perfetti)
• One Master of Business Administration (Eric DeAngelis)
• One Certified Investment Management Analyst® designation (Eric DeAngelis)


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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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