SteelPeak Wealth is an independent financial planning and investment advisory firm that seeks to empower private clients with the direction and discipline to build their wealth for every life stage and their legacies for the future.
Steel Peak Wealth Management, LLC (“SteelPeak”) is an SEC registered investment adviser located in California. SteelPeak may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. SteelPeak’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of SteelPeak’s web site on the Internet should not be construed by any consumer and/or prospective client as SteelPeak’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from SteelPeak. Any subsequent, direct communication by SteelPeak with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SteelPeak, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of SteelPeak’s current written disclosure brochure discussing SteelPeak’s business operations, services, and fees is available from SteelPeak upon written request. SteelPeak does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SteelPeak’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.