Financial Clarity for Life™
Financial Clarity for Life™
You have important goals and a complex, evolving life
You Deserve
ongoing, comprehensive
financial advice
We Partner
with you to create a plan and
adjust it as your life changes
You Live
the life you want
"I spent two decades working for a large Wall Street bank, providing in-depth advice to large companies and governments. I started Old Peak to offer that same high level of comprehensive, tailored advice to individuals." – Rick Waechter, Old Peak Founder
Click here for a transcript of this video.
Real Financial Planning®
It starts with a conversation about where you are today and what your goals are. As your dedicated financial advisor, we analyze your investments, insurance, estate planning, retirement and tax planning – your current position and what you could change to achieve your goals. We develop a financial plan with all that in mind. Then we monitor your plan over years, and we adjust it as your life changes. All so you can live the life you want.
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How We Help
Case Study: Debt Management for Doctors
Samantha’s case study demonstrates how well we understand our clients’ financial lives, and that we are always thinking of them. Read more >
Case Study: Achieving Your Impact Investing Objectives
David and Lauren's case study demonstrates how we understand our clients’ desire to invest according to their values and our knowledge of funds that would reflect their environmental concerns. Read more >
Case Study: Essentials for Business Owners
Sara's case study demnstrates how Old Peak can address multiple financial issues, do it quickly, and work to adjust it as life events change. Read more >