Overview

SteelPeak Wealth is an independent wealth management firm that helps individuals and families achieve their financial aspirations. We build wealth for every life stage, transforming complexity into clarity using a disciplined, proprietary process with a proven track record of success since our founding, serving as fiduciaries for our client's assets. Using a holistic approach to wealth management, we provide end-to-end services including but not limited to financial planning, investment management, investment solutions, trust and estate planning, insurance planning, tax planning and many more.

Our sophisticated strategies based on the concept of tactical portfolio rebalancing, with a focus on maximizing cash-flow opened the door for SteelPeak's invitation into the exclusive Schwab Advisor Network (SAN) program, growing the firm to over 1.3B under management in a short period of time.

SteelPeak’s seasoned professionals, dedicated back office, sophisticated Tamarac CRM, technologies such as Riskalyze and MoneyGuide Pro have allowed the firm to maintain its rapid growth.

As SteelPeak continues to build momentum in the Schwab Advisor Network, we are expanding the firm via acquisition looking for advisors to join under our platform and adapt our investment philosophy for a massive opportunity.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today

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