Trillium Asset Management

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

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.