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.


Determine Goals

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


Assess Current Investments and Risk Tolerance

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


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.


Implement Investment Strategy

We work with our Institute of Portfolio Management 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.


Monitor and Rebalance Portfolio

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


Comprehensive Review and Reporting

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