Transcript: Rick Waechter

Before founding Old Peak, I spent two decades working for a large Wall Street bank. Our clients were corporations and governments. We gave them advice that was in-depth and designed around their specific situations.

Historically, individual investors have not gotten the same level of advice. I started Old Peak to change that equation. I started Old Peak to offer individual investors the same high-quality advice that the big institutions get – tailored to their unique needs, concerns and aspirations.

Old Peak is unique in three ways.
First, we’re on our client’s side. Our only source of compensation is from clients. So, we have no incentive to recommend anything that’s not in their best interests. Second, we’re comprehensive. Financial advice should be about more than just investing. We help our client with college financing options, tax minimization strategies and in-depth financial plans that give clients confidence they can afford retirement.
The third way we’re different is our investment philosophy.

At the various Wall Street firms it’s about investments and products. We’re about the client’s needs.

We’re about helping the client achieve their financial goals.