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.
We will help you identify your goals by dividing them into Needs, Wants and Wishes.
Assess Current Investments and Risk Tolerance
We will analyze your existing investment allocation and cash flow. We will 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 with an emphasis on cash flow.
Implement Investment Strategy
We will work with our Institute of Portfolio Management to begin the implementation of your plan.
Monitor and Rebalance Portfolio
Your portfolio will be proactively managed by our Institute of Portfolio Management, along with your wealth management team.
Comprehensive Review and Reporting
You will be provided a Quarterly Performance Report and a Comprehensive Semi-Annual Review by your wealth management team.