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 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.