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 AND ADVISORS
Our Partners and Advisors understand that financial advisors serve clients most effectively when they are supported by the right kind of business.
Meet Our Partners and Advisors
PARAPLANNERS, AND CLIENT SERVICE ASSOCIATES
Our Paraplanners, and Client Services team members are committed to acting in our clients' best interests at all times.
Meet Our Paraplanners, and 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.