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 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 & 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.
Monitor and Rebalance Portfolio
We proactively manage portfolios through our Institute of Portfolio Management & Economic Strategy and wealth management team.
Comprehensive Review and Reporting
We provide Quarterly Performance Reports and Comprehensive Semi-Annual Reviews by the client’s wealth management team.