Old Peak Finance

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Old Peak Finance — overview

About

Old Peak Finance is a North Carolina-based wealth manager and registered investment advisor firm. The firm acts as a fiduciary and advises its clients on investments, impact investment, insurance, estate planning, retirement planning, and tax planning. The advisory services are usually offered to individuals, families, trusts and estates.

Old Peak Finance - known decision makers (3)

Position	Location	Asset Class
Portfolio Manager	Chapel Hill, US	GEN
Founder and Partner	Chapel Hill, US	GEN
Partner, Senior Financial Advisor	Chapel Hill, US	GEN

Showing 3 of 3 known decision makers Old Peak Finance

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