Wealth Management Capabilities


A proper insurance policy can keep you protected from unanticipated life events. There are a range of insurance policies at your disposal, including life, health, disability and long-term care insurance.

If you are injured and unable to work, disability Insurance can provide monthly income to offset lost wages until you can return to work. If you or a family member experiences an unexpected medical emergency, the costs of treatment in today’s world are often prohibitive or unreasonably expensive. Health insurance can ensure you are not saddled with the full cost of treatment, so you can resume your normal lifestyle. In the unfortunate event of your or a family member’s passing, life insurance can help cover the cost of the funeral or other end-of-life expenses. Depending on the policy, life insurance can also retain a cash value, dually functioning as an insurance policy and savings vehicle.

Because many types of policies are available in each category of insurance, choosing the best insurance for your circumstances is a daunting task. Our advisors can assist you in navigating this process. At Steel Peak, we partner with leading insurance providers, ensuring your advisor access to the best life, health, disability and long-term care insurance policies available.

Insurance products are sold through Steel Peak Estate and Insurance Agency