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 will help you identify your goals by dividing them into Needs, Wants and Wishes.

2

Assess Current Investments and Risk Tolerance

We will analyze your existing investment allocation and cash flow. We will 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 with an emphasis on cash flow.

4

Implement Investment Strategy

We will work with our Institute of Portfolio Management to begin the implementation of your plan.

5

Monitor and Rebalance Portfolio

Your portfolio will be proactively managed by our Institute of Portfolio Management, along with your wealth management team.

6

Comprehensive Review and Reporting

You will be provided a Quarterly Performance Report and a Comprehensive Semi-Annual Review by your wealth management team.