Wealth Management Capabilities

Financial Planning

At Steel Peak, we believe that financial success, including investing success, grows directly from comprehensive financial planning. Think of your financial plan as a blueprint—one that illuminates your goals and provides clear steps toward achieving them. To create our plans, we gather detailed information about your financial situation, goals, time horizon and risk tolerance. We then use our expertise and leading-edge tools to create a customized plan that encompasses:

  • Cash flow planning
  • Investment planning
  • Tax planning
  • Education planning
  • Retirement planning
  • Estate planning
  • Business planning
  • Risk management


Tailored Investment Strategy

Once you review and approve your financial plan, we establish an Investment Policy Statement based on that plan. This document delineates your specific investment goals and objectives and pairs them with carefully selected investment strategies. Your Investment Policy Statement also details your risk and return objectives, asset allocation, specific investments, and tax considerations. Our commitment to a financial planning-based approach grows from a dedication to our clients’ overall financial well-being. Our aim: To help you identify and achieve the goals that ultimately help you live a more secure and fulfilling life.