Justin May
Tax-focused wealth management for executives & founders
Old Peak Finance · Chapel Hill, North Carolina
Is this you, Justin?
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About
Old Peak specializes in ongoing wealth management for executives and founders. Specializing in tax planning, equity compensation, and investment management. Working in teams, our advisors help executives and their families match their personal goals with their money. We start with the most pressing items, then work comprehensively through all areas of your financial life.
Who they serve
- Ultra high net worth
- Executives
- Founders
- Multi-generational families
- Pre-retirees
- High earners
- HENRY (high earner, not rich yet)
- Early-career professionals
- Retirees
Services
- 401(k) & IRA Management
- Alternative Investments
- Cash Flow Planning
- Debt Management
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Family Office Services
- Financial Planning
- Insurance/Risk Management
- Life Transition Planning
- Pension Planning
- Portfolio Management
- Real Estate Advisory
- Social Security Planning
- Wealth Management
- Asset Allocation
- Business Succession Planning
- Charitable Giving
- College/Education Planning
- Education Planning
- Exit Planning
- Family Wealth Transfer
- Insurance Planning
Structured record
| Name | Justin May |
|---|---|
| Firm | Old Peak Finance |
| Location | Chapel Hill, North Carolina |
| Fee model | Flat Fee/Retainer · Percentage of Assets (AUM) |
| AUM | $500M - $1B |
| Founded | 2010 |
| Firm size | 6 - 20 employees |
| Affiliation | Independent RIA |
| Credentials | CFP · MBA |
| Investment approach | Passive management · Blend of both |
| Website | http://oldpeakfinance.com |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation
- Sustainable & impact investing
- Pension planning
- Real estate investors