Making the Most of Your Money

Wealth Management Process

Whether a first-time investor, an expert or a family member new to the role of financial planning, SteelPeak Wealth is here to help each investor find the right path to success with the precise level of involvement desired.

1

Determine Goals

We identify goals by dividing them into Needs, Wants and Wishes.

2

Assess Current Investments and Risk Tolerance

We analyze the existing investment allocation and cash flow. We also determine your risk profile.

3

Discuss Financial Plan and Investment Strategy

We will show you the probability of success for your financial plan, along with a complete stress test analysis. We will then present our Investment Strategies using our proprietary research.

4

Implement Investment Strategy

We work with our Institute of Portfolio Management & Economic Strategy to begin implementation of the plan. We take taxes and market conditions into consideration during this phase, while adhering to the guidelines of the Financial Plan.

5

Monitor and Rebalance Portfolio

We proactively manage portfolios through our Institute of Portfolio Management & Economic Strategy and wealth management team.

6

Comprehensive Review and Reporting

We provide Quarterly Performance Reports and Comprehensive Semi-Annual Reviews by the client’s wealth management team.