Since 1993, Rich has helped affluent individuals and families grow, protect, and preserve their wealth through bull and bear markets. His clients include professionals in the music and entertainment industry, corporate executives, doctors, lawyers, business owners, and retired individuals. He has developed unique and innovative strategies to help his clients build wealth, minimize taxes, and attain financial security and independence in a comfortable and conservative manner.

Over the years Rich has developed a specialization in working with musicians because, in addition to his work as a financial advisor, he has performed in concerts and clubs with country and pop recording artists, composed and produced music for television, film, and advertising, and played guitar on recording sessions for Grammy Award-winning producers David Foster, Humberto Gatica, and Rob Chiarelli. His clientele includes composers, producers, recording artists, touring and session musicians, and members of some of the world’s leading orchestras who appreciate his in-depth knowledge and understanding of the unique needs and financial planning challenges of professional musicians and others in the entertainment industry.

Rich has been mentioned and quoted in The Wall Street Journal, Investor’s Business Daily, Kiplinger’s Personal Finance, Financial Planning Magazine, Variety, The Los Angeles Business Journal, U.S. News & World Report, and other financial publications.

Prior to joining SteelPeak, Rich was president and CEO of Winer Wealth Management and Vice President of Andover Securities Corp. and Redwood Trading Corp.

Rich works out of his office in Fulton, Maryland as well as our main office in Woodland Hills, California.