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.


What is the difference between a broker and an advisor?

Every wealth management client should understand the difference between brokers and financial advisors. True financial advisors, including SteelPeak, are a minority in the financial industry. We operate under what’s known as the fiduciary standard, which obligates us to act in clients’ best interests at all times. The other 85% of the industry, including brokers, operate under a weaker framework known as the suitability standard. The broker standard is notorious for enabling conflicts of interest.