WHY OLD PEAK
NO TWO CLIENTS ARE THE SAME
Every client relationship starts with a detailed financial plan. This takes about a month and involves multiple discussions with you and in-depth review of several dozen documents like brokerage statements, wills, tax returns and insurance policies.
We are fiduciaries and our client fees are our only compensation. Our only incentive is to recommend what’s best for you, always.
LONG-TERM, ACADEMIC VIEW ON INVESTING
We invest the way sophisticated institutions invest. We use research that won a Nobel Prize in economics to maximize potential investment returns.
Believe it or not, there is no minimum certification to work in the financial services business. We think that's wrong. Each of our clients have a CFP® PROFESSIONAL on their team.
WHO WE SERVE
BUSY PROFESSIONALSTrying to maximize your peak earning years? Climbing the corporate ladder while trying to save for your children's education? Learn how we help busy professionals maximize their time.
PHYSICIANS & VETERINARIANS
PHYSICIANS & VETERINARIANSNegative net worth due to high student loan debt? Financial issues causing extra stress at work? Looking to buy into a physician's group or veterinary clinic? Learn how we help doctors of all kinds figure out a treatment plan for their finances.
1. SCHEDULE A 15-MINUTE CALL
Schedule a free 15-minute call with one of our advisors to see if we are mutually a good fit to work together. If yes, we will schedule a longer data gathering meeting. If not, we will make recommendations to local firms that may be more suited for your situation.
2. IN-PERSON OR VIRTUAL GOALS MEETING
We start by understanding your financial situation, goals, time horizon and ability to bear risk. We talk with you and review a variety of documents.
3. CONSTRUCT THE BASE FINANCIAL PLAN
We create an in-depth financial plan, addressing six broad areas: Goal planning, Investments, Insurance, Estate planning, Tax, and Liability management
4. TAKE ACTION
We act on the plan, with your approval and input. That can include buying or selling investments, buying or canceling insurance, updating estate planning documents and adopting long-term tax minimization strategies.
5. MONITOR & UPDATE
We monitor your situation on an on-going basis: Quarterly reporting on your investments, Annual financial plan updates, Working on a range of issues whenever they arise.