SteelPeak Expands into Boca Raton, Florida with Key Appointment

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John Perry joins as senior wealth advisor and will be integral to SteelPeak’s expansion in Boca Raton, FL

LOS ANGELES, Calif., March 4, 2024 — SteelPeak Wealth (“SteelPeak”) a subsidiary of SteelPeak Holdings, LLC is pleased to announce today that it has expanded its presence into Boca Raton, Florida with the appointment of John Perry, as a result of the firm’s recruiting and M&A efforts to attract growth-minded advisors. John will serve as a senior wealth advisor in SteelPeak’s new Boca Raton office.

With over 30 years of experience in the wealth management business and having most recently spent time at RBC Wealth Management, John knows the value of joining SteelPeak.

“We are excited to have John on board and look forward to the contributions he will make to our team and the clients we serve,” said Reza Zamani, Founder and CEO of SteelPeak. “John will help lead our efforts in Boca Raton particularly through our partnership with the Schwab Advisor Network across South Florida.”

SteelPeak received a minority investment from Emigrant Partners in 2023 to augment its growth engine by helping to facilitate M&A transactions of firms, advisory teams, and individual advisors. Since then, its pipeline for new M&A opportunities has grown steadily through a dedicated effort to attract and recruit growth-minded advisors to the firm.

This marks the third advisor to join SteelPeak in the past five weeks. Reza Zamani and other members of the SteelPeak leadership team are available for comment upon request.

https://steelpeakwealth.com/locations-boca-raton/

About SteelPeak Wealth:

SteelPeak Wealth (“SteelPeak”) is a registered investment advisor headquartered in Los Angeles, California with offices in Woodland Hills, Beverly Hills, Newport Beach, and Las Vegas, Nevada. Clients turn to SteelPeak for sophisticated wealth management solutions to help establish investment goals and develop custom investment portfolios. From wealth planning to estate consulting to insurance and to investment management, SteelPeak’s aim of delivering “sophisticated wealth management made simple” applies to wherever clients might be in their financial journey. The expertise and the client-centric approach taken by the SteelPeak team has led to them being named by Forbes as one of Americas Top RIA Firms, among other accolades. For more information on SteelPeak’s holistic wealth management offering, please visit: www.steelpeakwealth.com.

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