The Hatteras Group

Old Peak Finance is a Chapel Hill-based financial planning firm that offers comprehensive and tailored advice to individuals. Founded by Rick Waechter, who has over two decades of experience in providing in-depth advice to large companies and governments, Old Peak aims to provide the same high level of expertise to help clients achieve their financial goals. Their team analyzes clients' current financial positions and develops personalized plans in areas such as investments, insurance, estate planning, retirement, and tax planning, ensuring that the plans are adjusted as clients' lives evolve. With a focus on real financial planning, Old Peak Finance believes in the importance of ongoing conversations with clients to understand their current situations and future aspirations. They offer insights and resources through their blog and newsletter, helping clients navigate various financial topics such as executive compensation, retirement planning, risk management, and investing in foreign stocks. Old Peak Finance is committed to serving their clients as fiduciaries, providing fee-only financial planning services to ensure transparency and alignment of interests.Generated from the website

Amphora Wealth Management LLC, located in Chapel Hill, NC, specializes in providing high-performance wealth management services to entrepreneurs, physicians, professors, athletes, and coaches. They offer a passive investment approach based on academic wisdom, focusing on maximizing diversification, minimizing expenses, and maximizing tax efficiency for their clients. With a strong emphasis on enhancing, protecting, transferring, and donating wealth, Amphora Wealth Management helps clients navigate complex financial issues and plan for the long term. As a Registered Investment Advisor firm, they prioritize their fiduciary duty to act in the best interests of their clients, offering personalized strategies tailored to individual preferences, goals, and circumstances.Generated from the website

William Dunk Partners Inc., based in Chapel Hill, NC, operates the Global Province, a platform designed for investors, business executives, journalists, and elite individuals worldwide. The company offers a diverse range of content, including investment insights, economic outlooks, and curated lists of top businesses and products. With a focus on innovation and collaboration, William Dunk Partners Inc. provides resources such as newsletters, reports, and articles that cover various topics, from technology advancements to culinary experiences. Their commitment to sharing knowledge and fostering connections positions them as a valuable resource in the global business landscape. Generated from the website