OUR TEAM

JAY SHIVAR

Our family moved to Wilmington, North Carolina from Colorado in 2017. My wife Wendy was born in a beach community and we both longed to live near the coast and be close to family. I have family in NC going back many generations. My dad grew up on a farm about 40 miles outside of Wilmington and I spent summers on the beaches here as a child. Wilmington has been my favorite place as long as I can remember. When my parents were both battling life-threatening illnesses in the same year, we made the decision to move and haven’t looked back. After my military career and over 15 years in the financial services industry, we decided to serve clients differently and do it ourselves…so we created our own firm!

We currently serve clients in multiple states to include: North Carolina, Colorado and Illinois.

 

MARC LARGENT

Marc and his wife Susan live in Advance, NC. He has three children: Callie, Caiden and Chase. In his free time, Marc enjoys boating with the family and watching his two daughters play club volleyball. He graduated from Clearwater Christian College with a Bachelor of Science in Education. In his capacity at Peak to Port Wealth, Marc serves the greater Charlotte and Greensboro, NC markets.  In addition to retirement planning, Marc also serves our clients as our Medicare expert. For the past several years Marc has served as an Independent Insurance Consultant helping seniors in the Medicare market. Prior to that, he worked as a teacher and athletic director at a private school.

Marc is the consummate professional and enjoys educating our clients and serving his community.

CONTACT US

Peak to Port Wealth, LLC
(910) 623-0858

contact@peaktoportwealth.com

ABOUT PEAK TO PORT WEALTH

We are an independent financial planning firm.

We aren’t obligated to utilize one specific financial institution over another so we make planning decisions based on what is appropriate for our clients at that time.