We’re Nothing Without Our People
Kindness and Smarts, in Pursuit of your Financial Freedom and Security.
Imbue your life with a sense of safety and clarity. We consider ourselves very fortunate (and wealthy) for being around these specific folks.
We hope you will, too.
Our Extraordinary Advisors
At the Helm of Your Holistic Wealth Plan
Leadership
You Might Forget a Company. But You Never Forget Its People.
We want the words “earn a living” to ring true for everyone who comes to SteelPeak, as a client, partner, or employee. Our leaders come to work every day to make sure the wealth you’ve earned translates into a life worth living. Get to know them!
Investment Committee
Meet the People That Lend Meaning to Credibility and Foresight.
These people are living proof that hard work, passion, and a pinch of imagination can, indeed, reshape your future. For the better, of course. If you’d like your investment future to be as bright as possible, these are the hands in which you can safely leave it.
Tax Consulting
Where Strategy and Peace of Mind Go Hand in Hand.
Our tax professionals bring sharp minds, proactive thinking, and a deep understanding of the ever-changing tax landscape. They aren’t here just to file – they’re here to plan, uncover opportunities, and make sure your wealth works smarter.
Operations
Our People, Our Greatest Legacy.
There are no small decisions and small responsibilities at SteelPeak. By the same token, there are no irrelevant people on our team. You might not interact with all of them every day, but their hard work and dedication are the reason things here are running so smoothly.
