Old Peak Finance

Old Peak Finance provides on-going wealth management. Our service is comprehensive, addressing not just investing, but also retirement planning, insurance, estate-planning and tax. For decades, financial advice has been about Wall Street, not about you. We started this business for only one reason: to change that equation. Financial advice should be about you, not your advisor. That means starting with a deep understanding of your needs, your aspirations and your concerns. It means creating and implementing a personal financial plan. And it means talking frequently to adjust the plan as life happens. Financial advice should address all your concerns, not just what’s profitable for us to discuss. That includes challenges like retirement planning, college tuition, minimizing tax and getting the right insurance. Financial advice should be about solutions, not products. We don’t charge commissions and receive no fees from anyone other than our clients. So we only recommend a product if it’s