SteelPeak Wealth takes a comprehensive long-term approach to meet immediate needs while taking a long view to wealth creation, retirement planning, college expenses, estate planning and all the other financial milestones life presents. With dexterity and enthusiasm, SteelPeak Wealth develops bespoke wealth management programs to transform financial dreams into financial plans within reach. With the professionalism and expertise of Wall Street firms and none of the bureaucracy and conflicted loyalties, the SteelPeak Wealth team provides exceptional financial management rigor and acumen with a personal touch.
PARTNERS & WEALTH ADVISORS
Our Partners and Wealth Advisors are committed to providing reliable resources and innovative solutions to financial advisors and their clients.
Meet Our Partners and Wealth Advisors
INSTITUTE OF PORTFOLIO MANAGEMENT
The Institute consists of non-advisors who bring specialty roles to the firm by actively monitoring and rebalancing the firm's Strategies as well as conducting due diligence on Alternative Investments.
Meet Our Institute of Portfolio Management
The Investment Committee functions as the primary authority in developing and overseeing new investment strategies.
Meet Our Investment Committee
The Operations Team & Client Service Associates execute efficient and scalable business processes that are committed to maintaining a valuable client-centric experience.
Meet Our Operations Team & Client Service Associates
Work with SteelPeak Wealth
SteelPeak Wealth fosters a fast-paced and collaborative work environment where our employees work alongside our partners to create an
unparalleled experience for our clients. SteelPeak Wealth is passionate about its employees and helps them grow.
JOIN THE TEAM
SteelPeak Wealth offers a challenging and rewarding work experience. We are always looking for talented individuals who bring new ideas and a passion for wealth management.