SEC CRD #801-109968
Tax-focused wealth management for executives and retirees. Specializing in tax planning, equity compensation, and investment management. Old Peak Finance exists for one simple reason: to offer tailored, comprehensive advice so clients can achieve their financial goals. Old Peak Finance provides tax-focused wealth management for executives and retirees. Based in Chapel Hill, NC, working with clients nationwide.
JR. THEODORE R. WAECHTER
MANAGING MEMBER, CCO
📞 (919) 459-8181
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AUM
$714M
Location
CHAPEL HILL, NC
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