SteelPeak expands to Albuquerque with the addition of Heidi Wilson as wealth advisor

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All Insights | Press Releases - 06 - 28 - 24

LOS ANGELES, Calif., June 28, 2024 — SteelPeak Wealth (“SteelPeak”) a subsidiary of SteelPeak Holdings, LLC is pleased to announce today that it has expanded its presence into Albuquerque with the appointment of wealth advisor Heidi Wilson. This comes as a result of the firm’s recruiting and M&A efforts to attract growth-minded advisors.

With 16 years of experience in the wealth management business and having most recently spent time as a financial advisor at JP Morgan, Heidi brings an impressive background to SteelPeak. She holds the designations of Wealth Management Certified Professional® and Certified Divorce Financial Analyst®.

“Heidi’s addition to the SteelPeak team marks another milestone in our firm’s growth,” said Reza Zamani, Founder and CEO of SteelPeak. “Her impressive background and unique experience as a wealth advisor will be instrumental in our efforts in Albuquerque, particularly through our partnership with the Schwab Advisor Network.”

SteelPeak received a minority investment from Emigrant Partners in 2023 to augment its growth engine by helping to facilitate recruiting and 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.

Reza Zamani and other members of the SteelPeak leadership team are available for comment upon request.

About SteelPeak Wealth:

SteelPeak Wealth (“SteelPeak”) is a registered investment advisor headquartered in Los Angeles, with offices in Woodland Hills, Beverly Hills, Newport Beach, Las Vegas, and Boca Raton. Clients turn to SteelPeak for sophisticated wealth management solutions to help establish investment goals and develop custom investment portfolios. 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.

Media Contact: 

SteelPeak Wealth
Lisa Tashtchian
lisa.tashtchian@spwm.com

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