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 WEALTH ADVISORS
Our Partners and Wealth Advisors understand that financial advisors serve clients most effectively when they are supported by the right kind of business.
Meet Our Partners and Wealth Advisors
The Committee consists of our Founding and Senior Partners, Financial Analysts, and outside investment consultants.
Meet Our Investment Committee
INVESTMENT ASSOCIATES AND CLIENT SERVICE ASSOCIATES
Our Investment Associates and Client Services Associates are committed to acting in our clients' best interests at all times.
Meet Our Investment Associates & Client Service Associates
Our Operations team members keep SteelPeak running efficiently with a focus on excellent client experience.
Meet Our Operations Team
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.