Forbes: America’s Top RIA Firms 2024

Sophisticated Wealth Management Made Simple

Wealth solutions for your future of financial freedom

WomanpoolManCarboatpoolWomanpoolManCarboatpool
Father and son

Holistic financial advisory for every aspect of your life

We’ll map out your finances, plan your investments, handle your taxes, and help you make the most of your wealth – quickly and efficiently.
Explore all services

Discover News & Insights

We’re proud to share the latest issue of The Ascent – our publication designed to keep you connected to what’s happening across SteelPeak.
When it comes to navigating market complexities, advanced investors often turn to index options as a powerful tool. Unlike single-stock options, index options provide broad market exposure, unique flexibility, and a range of strategies to manage risk and enhance returns.
The Augusta Rule, officially known as Internal Revenue Code Section 280A(g), allows homeowners to rent out their personal residence for up to 14 days per year without having to report the rental income on their tax return.

Our Team — Advisors

Reza Zamani, AIF®, CPM®, CFS®, CAS®
Maz Esmailbeigi AIF®, CFS®, CAS®
Ali Zamani AIF®, CFS®, CAS®
Luke Anderson, AWMA®
Mike Janis
John Perry, CPFA, CDS
Mike Shotton
Eric Chamberlain
Michael Rashtian
Kingsley Choi
Christine Mueller Coley, CFP®, CDFA®
Mark Koellner, CFP®, CRPC®
Flavia Nunes
Sam Sosa
Heidi Wilson, WMCP®, CDFA®
Joseph Auday, CFP®, CRPC®
Jim Bray, CFP®
Andrew H. Jacobson
Ryan Saidi, AIF®
Robert Venezia
Matthew Keller
Morten Roness, MBA
Rich Winer
Ceasar Garvida, CFP®, CIMA®
Roger Lopez
Wayne T. Slappy