What sets SteelPeak apart from other advisors?
SteelPeak Wealth Management is an independent Registered Investment Advisor, a business model that empowers us to serve as unbiased advocates for our clients. We answer to our clients alone—not to a parent company or to product manufacturers.
SteelPeak’s investment portfolios are managed by our team, which creates added accountability to our clients. Through our customized financial planning method, each of our clients receives custom advice and solutions; we never use a “cookie cutter” approach.
We keep our clients well informed through reviews, original, educational articles and update letters. We are committed to turning complexity into clarity using a disciplined process.