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About Old Peak Finance

Old Peak Finance provides tax-focused wealth management for executives and retirees. Based in Chapel Hill, NC, working with clients nationwide. We are unique in four ways: Our advice is tailored. Every client is unique, so every financial plan is unique. Our advice is comprehensive. We start with a client's goals and then focus on investing, insurance, estate planning, and tax. We're on our client's side. We take a pledge to act only in each client's interest. As fiduciaries, we have no financial incentive to recommend anything unless it is the best alternative for a client. Smarter investing. We invest the way sophisticated institutions invest, using Nobel Prize-winning research. To learn more about Old Peak Finance, please visit http://oldpeakfinance.com/ --- 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. As a policy, we cannot publish recommendations or endorsements from existing clients.