You may be …
- A senior executive or business owner
- In the peak of your career and earning significant income
- Long on resources but short on time
- Targeting multiple financial goals – college for your children, retirement, travel, leaving money for the next generation or charitable giving
Old Peak is a financial planner based in Chapel Hill, NC. We provide comprehensive financial planning and wealth management. Our clients are primarily individuals and families. They live in Chapel Hill, Durham and Raleigh, NC, as well as in more than 10 states and outside the US.
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.
Old Peak’s website is limited to the dissemination of general information pertaining to its investment advisory services. The publication of Old Peak’s website should not be construed as Old Peak’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation. Any subsequent, direct communication by Old Peak with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of Old Peak, please contact the state securities law administrators for those states in which Old Peak is registered. A copy of Old Peak’s current written disclosure statement discussing Old Peak’s business operations, services and fees is available by contacting us, or at this link, maintained by the US Securities and Exchange Commission.
Old Peak does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, and takes no responsibility therefore.
No illustration or content on this website should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Old Peak is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Old Peak by any of its clients.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Old Peak) will be profitable or equal any historical performance level(s).
Old Peak’s website may contain a discussion of, and/or provide access to, Old Peak’s positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer reflect our current views. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Old Peak, or from any other investment professional. Old Peak and its advisors are neither attorneys nor accountants. This website should not be interpreted as legal, accounting or tax advice.