Company profile
Old Peak Finance
Tax-focused wealth management for executives and retirees. Based in Chapel Hill, NC, working with clients nationwide.
- Industry
- Financial Services
- Employees
- 10
- Headquarters
- Chapel Hill, North Carolina
- Founded
- 2011
- LinkedIn followers
- 514
- Office locations
- 1
Old Peak Finance company summary
Old Peak Finance is a company in the Financial Services industry, headquartered in Chapel Hill, North Carolina, founded in 2011. On LinkedIn the company has around 10 employees and 514 followers. Its listed specialties include Financial Planning, Retirement Planning, Wealth Management, Stock Options, Restricted Stock Units.
What technology does Old Peak Finance use?
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About Old Peak Finance
Old Peak Finance provides tax-focused wealth management for executives and retirees. Based in Chapel Hill, NC, working with clients nationwide. We are unique in four ways: Our advice is tailored. Every client is unique, so every financial plan is unique. Our advice is comprehensive. We start with a client's goals and then focus on investing, insurance, estate planning, and tax. We're on our client's side. We take a pledge to act only in each client's interest. As fiduciaries, we have no financial incentive to recommend anything unless it is the best alternative for a client. Smarter investing. We invest the way sophisticated institutions invest, using Nobel Prize-winning research. To learn more about Old Peak Finance, please visit http://oldpeakfinance.com/ --- Old Peak Finance LLC (“Old Peak”) is a registered investment adviser. Old Peak and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Old Peak maintains clients. Old Peak may only transact business in those states in which it is registered, or in which it qualifies for an exemption or exclusion from registration requirements. As a policy, we cannot publish recommendations or endorsements from existing clients.
Specialties
Where is Old Peak Finance located?
Old Peak Finance lists 1 location.
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Frequently asked questions about Old Peak Finance
What does Old Peak Finance do?
Old Peak Finance provides tax-focused wealth management for executives and retirees. Based in Chapel Hill, NC, working with clients nationwide. We are unique in four ways: Our advice is tailored. Every client is unique, so every financial plan is unique. Our advice is comprehensive. We start with a client's goals and then focus on investing, insurance, estate planning, and tax. We're on our client's side. We take a pledge to act only in each client's interest. As fiduciaries, we have no financial incentive to recommend anything unless it is the best alternative for a client. Smarter investing. We invest the way sophisticated institutions invest, using Nobel Prize-winning research. To learn more about Old Peak Finance, please visit http://oldpeakfinance.com/ --- Old Peak Finance LLC (“Old Peak”) is a registered investment adviser. Old Peak and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Old Peak maintains clients. Old Peak may only transact business in those states in which it is registered, or in which it qualifies for an exemption or exclusion from registration requirements. As a policy, we cannot publish recommendations or endorsements from existing clients.
How many employees does Old Peak Finance have?
Old Peak Finance has around 10 employees on LinkedIn.
Where is Old Peak Finance headquartered?
Old Peak Finance is headquartered in Chapel Hill, North Carolina.
When was Old Peak Finance founded?
Old Peak Finance was founded in 2011.
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