McPeak Wealth Management Group is a family-owned, multi-generational wealth management practice based in Linwood, New Jersey.

For over 40 years, we have helped business owners, families, retirees, and high-net-worth individuals navigate important financial decisions with confidence. Our approach combines personalized guidance with institutional-level resources to help clients preserve wealth, manage complexity, and build lasting legacies.

We believe wealth is about more than investments. It represents a lifetime of hard work, values, and opportunities for future generations. That's why our team works closely with clients to develop comprehensive strategies surrounding investment management, retirement planning, business succession, trust and estate planning strategies, and long-term wealth preservation.

Led by Neil McPeak Sr. and a team of experienced advisors and CERTIFIED FINANCIAL PLANNER® professionals, we are committed to building enduring relationships and delivering thoughtful advice through every stage of life.

Family Owned. Legacy Focused.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. 

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McPeak Wealth Management Group

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McPeak Wealth Management Group

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