Paladin Wealth Services
A Champion for Your Legacy
A financial philosophy is rarely formed in a classroom or a boardroom. More often, it begins with simple experiences that quietly shape how someone understands money, responsibility, and legacy. For me, the path into wealth stewardship began long before my professional career—with a grandfather, a Thanksgiving round of golf, and afternoons spent watching the markets together. Those early moments planted a fascination with finance that gradually grew into a lifelong calling: helping families protect what they have built and align their wealth with what matters most.
Meet Visto
Visto offers real-time market insights and founder actions to guide investors and startups.
Peter Mcneeley
Visto gave us real clarity in the early stages. The AI scoring helped us close our round 3x faster — and with the right investors.
My Early Story–Where It All Began
My interest in finance began at eleven, spending summers golfing with my grandfather and then watching Fast Money and Mad Money on CNBC while talking through the markets. He later opened a small custodial account, and investing together sparked a lasting passion. By fifteen, I understood personal finance better than most adults, and later in college, professors often joked I could teach the class. That early foundation continues to shape how I think about money, legacy, and purpose today.
My Early Story–Where It All Began
My interest in finance began at eleven, spending summers golfing with my grandfather and then watching Fast Money and Mad Money on CNBC while talking through the markets. He later opened a small custodial account, and investing together sparked a lasting passion. By fifteen, I understood personal finance better than most adults, and later in college, professors often joked I could teach the class. That early foundation continues to shape how I think about money, legacy, and purpose today.
My Early Career — Learning the Financial Services Industry
I began my professional career as a financial advisor at Bank of America Merrill Lynch in the Suburbs of Chicago in 2016. When My wife and I moved to Naples, Florida, I joined Fidelity Investments, where I led a team of six professionals serving high-net-worth clients by creating, implementing, and maintaining financial plans.These chapters of my career gave me a thorough view of the financial services industry, illuminating its best qualities, shortcomings, and tougher realities.
Where the System Falls Short — And What I Refuse to Accept
I began my professional career as a financial advisor at Bank of America Merrill Lynch in the Suburbs of Chicago in 2016. When My wife and I moved to Naples, Florida, I joined Fidelity Investments, where I led a team of six professionals serving high-net-worth clients by creating, implementing, and maintaining financial plans.
These chapters of my career gave me a thorough view of the financial services industry, illuminating its best qualities, shortcomings, and tougher realities.
Why I Founded Paladin Wealth Services — A Commitment to A Higher Standard
Paladin Wealth Services was created because I believe people deserve better than the status quo. You deserve a firm that’s structured in a way that doesn’t leave you at disadvantage and delivers superior comprehensive advice. A partner committed to your family’s enduring support, not viewing you as a data point.Our focus is on asking the right questions, preserving what matters most, and designing tax and investment strategies that reflect your values and support a purpose-driven legacy.
Professional Designations — Deepening Expertise to Better Protect Families
I hold the Chartered Retirement Planning Counselor™ (CRPC™) designation and specialize in Social Security, retirement income design, and investment strategy across life stages.
I am also pursuing the Certified Private Wealth Advisor® (CPWA®) certification, which will expand my expertise in advanced tax strategy, estate planning, behavioralfinance, family dynamics, risk management, wealth transition, executive compensation, business owner planning, and charitable giving.
Service Beyond the Firm — Giving Back to the Community
Service has always been central to my life. I am a member of the Collier Community Foundation Professional Advisors Council and volunteer with the Ronald McDonald House of Southwest Florida. Supporting families—both financially and personally—has always been a priority for me.
Life Beyond the Office — My Family & What Grounds Me