Old Peak Finance - Dan Routh, CFP®
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
Tax-focused wealth management for executives & founders
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- Equity Compensation
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Office Services
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
Pricing
- Flat Fee — $10,000 one-time