Since 1994, I’ve overseen the personal finances of affluent individuals and families in Los Angeles and throughout the United States. My clients include people in the entertainment industry, corporate executives, doctors, attorneys, business owners, and retirees. I specialize in helping my clients acquire and retain wealth, organize and manage their financial affairs, and meet their most important life goals and aspirations.

My services encompass all aspects of your financial life including investment management, retirement planning, income and lifestyle protection, tax reduction and estate planning, as well as education funding and other areas of comprehensive financial planning. I also help business owners establish cost-effective employee benefit and retirement plans, acquire low-interest personal and business financing, and plan for the continuity and succession of their business. 

My recommendations are based solely on your specific needs, circumstances, and goals. As a registered investment advisor representative, I have a fiduciary obligation to act in your best interests at all times, disclose potential conflicts of interest, and place your financial interests ahead of my own. 

Throughout my career, I’ve been mentioned and quoted in The Wall Street Journal, Investor’s Business Daily, The Los Angeles Business Journal, and other financial publications. 

Thank you for taking the time to visit our website and learn about the services Steel Peak and I provide. The more you learn, the more you’ll understand why, for more than two decades, affluent individuals and families throughout the United States have entrusted me with their financial future, security, and independence. 

Call me at (818) 835-8755 or email me at rich.winer@spwm.com  to learn how you and your family can benefit from my guidance, experience, and wealth management expertise.