We are Planners at Heart - McPeak Wealth Management Group of Wells Fargo Advisors

After nearly 40 years in the financial services industry, Neil McPeak knows a thing or two about helping affluent clients achieve their financial goals. One thing he knows for sure:the importance of planning.

“At McPeak Wealth Management Group of Wells Fargo Advisors, we are planners at heart,” says McPeak, Managing Director-Investments and founder of the Linwood, N.J.-based practice.“A solid investment plan that takes into account every aspect of the client’s situation is fundamental to everything we do.

“In fact, we do not recommend a single investment or a single insurance product until the client has completed our comprehensive, six-step financial review and planning process. Thoroughly understanding the client’s needs, goals and cash flow, knowing whether their fixed income sources are meeting their expenses, is crucial to our ability to do the best possible job for each one.”

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The McPeak Wealth Management Group’s financial review and planning process is offered at no charge to all clients and prospects. McPeak says this process has been key to the group’s longevity, growth and success, including recognition by Forbes, Barron’s and Financial Times.

Long-term, Multigenerational Client Relationships

McPeak founded the practice in 1982 and has overseen its growth into one of the leading wealth management practices in New Jersey and beyond, forming many long-term, and multigenerational client relationships along the way. The group’s high-net-worth clientele includes many individual families, business owners and retirees. “We have a number of families that have been investing with us from our earliest days,” he says. “We serve as a trusted advisor for the entire family.”

Clients count on McPeak and his team for everything from access to investing, lending and banking services, through Wells Fargo affiliates, to risk management to trust and estate services.

The McPeak Wealth Management Group, which currently has over $1.3 billion in assets under management, prides itself in offering institutional money management to individual investors. “We focus on individual, dividend-paying stocks,carefully chosen to help meet the client’s specific needs,” McPeak explains. “In our experience, this is an important advantage for our clients.”

Seasoned Financial Professionals, Wide-Ranging Knowledge and Experience

Clients benefit from the collective knowledge and experience of nine seasoned financial professionals, including four CERTIFIED FINANCIAL PLANNER™ practitioners and one CIMA®. Three team members also have master’s degrees in financial planning. The group’s clients also have access to the extensive resources of Wells Fargo, one of the world’s largest financial services companies.

“When you become a client of the McPeak Wealth Management Group, you can feel confident there are multiple people with different areas of experience working on your account at all times,” McPeak says. “Working together, our highly trained team members create and implement custom strategies to address each client’s unique goals and concerns.”

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state

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. 1119-01475

This content was provided by Financial Service Directory. Kiplinger is not affiliated with and does not endorse the company or products mentioned above.