The WealthPlan Advantage Team
WPA’s team of professionals provides expertise and guidance on complicated and/or
time-consuming financial matters. The WPA team brings extensive industry experience,
strong credentials and passion to help build long-lasting client relationships. We pride
ourselves on the quality of service we offer every day. Faith. Patience. Discipline.
Utilizing a disciplined approach, Greg works with his clients to develop a cohesive strategy to address their most complex financial goals and needs. This comprehensive approach covers wealth management issues in the areas of estate planning, investment management, business succession planning, corporate stock option planning, insurance, retirement planning, and charitable giving. He will work with you personally to understand your needs and provide you with a customized game plan aimed at pursuing your goals.
Greg received his Bachelor of Arts degree from Boston College where his studies included Economics, Political Science and History. Greg also earned a football scholarship to Boston College and graduated in 1989. After graduation, Greg continued his advanced studies in the Master of Arts program, Industrial Psychology.
Greg, and his wife Sherry and his three children Gregory, Leo and Vivian live in historic Morristown, New Jersey.
Dan is the newest member of the WealthPlan Advantage team working in client services and operations, and is responsible for all money flows to and from client accounts. Dan recently
graduated from Boston College earning a degree in Psychology with a concentration in Neuroscience from the College of Arts and Sciences. He also participated in the Summer Management Catalyst Program within the Carroll School of Management. He is a series 7 licensed registered representative.
Peter J. Valles
Peter joined WealthPlan Advantage in 2020 bringing more than 20 years of experience in the investment industry, including expertise in the institutional bond market. Peter currently works with individuals and businesses to help them plan and implement investment strategies.
For individuals and families, he delivers full-service investment management, retirement planning, insurance, and annuity services, and consults with clients on estate planning strategies and trust arrangements. For his business clients, Peter also assists with succession planning and implementing and enhancing 401(k) plans to best meet the needs of both owners and their employees.
Peter will meet with you personally and take the time to understand your unique circumstances. You’ll work together to create a custom-tailored plan designed around your goals.
Peter graduated from Villanova University in 1992 with a Bachelor of Arts & Science degree and earned a full Naval ROTC scholarship. After serving in the United States Navy, he returned to his home state of New Jersey and currently resides in Mendham with his wife Barbara and their son PJ.