Old Peak Finance
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
100 Europa Dr Ste 410, Chapel Hill, Nort...Phone Number
(919) 459-8181Website
www.oldpeakfinance.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Old Peak Finance
Old Peak Finance specializes in tax-smart wealth management for executives and retirees, offering services such as tax planning, equity compensation, and investment management. Based in Chapel Hill, NC, the firm serves clients nationwide, focusing on high-income individuals with complex financial situations. They prioritize building lifelong partnerships with clients, providing comprehensive financial planning tailored to individual goals. As independent, fee-only fiduciaries, they emphasize trust and expertise in their advisory services.Explore more
Old Peak Finance Org Chart
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Old Peak Finance specializes in tax-smart wealth management for executives and retirees, offering services such as tax planning, equity compensation, and investment management. Based in Chapel Hill, NC, the firm serves clients nationwide, focusing on high-income individuals with complex financial situations. They prioritize building lifelong partne... Read More
