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SteelPeak Family of Companies
SteelPeak Holdings, LLC
The parent company of the SteelPeak family of companies.
SteelPeak Wealth, LLC
The SEC-registered RIA providing wealth planning and asset management solutions.
SteelPeak Estate Consulting, LLC
The company that offers state-of-art estate consulting through a consultative approach leveraging technology and estate planning experts.
SteelPeak Tax Consulting, LLC
Launching in 2024, the company offers tax planning and preparation.
SteelPeak Alternative Solutions, LLC
The asset management arm of SteelPeak, offering sophisticated in-house investment solutions for qualified clients.
SteelPeak Insurance Agency, LLC
The company that offers insurance and risk management solutions to clients.