SteelPeak Tax Consulting is officially live. The level of strategic alignment between financial advisor and CPA we now offer is rare, something less than 5% of RIAs are able to provide clients. How much are you leaving on the table?
SteelPeak Wealth
Financial Services
Woodland Hills, CA 3,659 followers
Sophisticated Wealth Management Made Simple
About us
SteelPeak Wealth is an independent wealth management firm that helps individuals and families achieve their financial aspirations. We build wealth for every life stage, transforming complexity into clarity using a disciplined, proprietary process with a proven track record of success serving as fiduciaries. SteelPeak Wealth takes a comprehensive long-term approach to meet immediate needs while taking a long view to wealth creation, retirement planning, college expenses, estate planning and all the other financial milestones life presents. With dexterity and enthusiasm, SteelPeak Wealth develops bespoke wealth management programs to transform financial dreams into financial plans within reach.
- Website
-
http://www.spwm.com
External link for SteelPeak Wealth
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Woodland Hills, CA
- Type
- Privately Held
- Founded
- 2012
- Specialties
- Wealth Management, Retirement, Disability, Insurance, Risk Management, Cash flow analysis, Charitable Giving, College Funding, Financial Planning, Trust and Estate Planning, Tax Planning, Portfolio Management, Independent Advisory, Investment Solutions, Investment Management, Alternative Investments, Cash Flow Strategies, Fixed Insurance Solutions, Tax Harvesting, and Independent Wealth Management
Locations
-
Primary
Get directions
21650 Oxnard Street
Suite 2300
Woodland Hills, CA 91367, US
Employees at SteelPeak Wealth
-
Billy Yeh
Director of Estate & Insurance Consulting
-
Elvia Henderson
Operations Manager at SteelPeak Wealth
-
Kyle Ray
CERTIFIED FINANCIAL PLANNER™ (CFP®) looking to have a significant impact in helping clients pursue their goals.
-
Sam Sosa, J.D.
Senior VP Wealth Advisor Steel Peak Wealth Management
Updates
-
Welcome aboard, Heidi Wilson, WMCP® CDFA®! We're thrilled to have you on the team.
SteelPeak expands to Albuquerque with the addition of Heidi Wilson as wealth advisor
https://steelpeakwealth.com
-
This week marks one year since we opened our Newport Beach office. Thank you Irvine Company for being excellent hosts and providing the celebratory breakfast.
-
-
We are proud to be included in USA TODAY America's Best Financial Advisory Firms 2024, coming in at 17th in the state of California. Between that and crossing the $3B in assets under management threshold this week, it’s a great time to be at SteelPeak.
Finding a financial adviser can be daunting. We rank the top firms.
usatoday.com
-
Our CEO and founder Reza Zamani, AIF® CPM®, CFS®, CAS® joined the Diamond Consultants - Financial Advisor Recruiters and Consultants Podcast for Financial Advisors to tell the story of SteelPeak. Where we came from and, more importantly, why we still feel like we’re just getting started. https://lnkd.in/g7zJQkde
-
-
SteelPeak Wealth reposted this
We’re not ones to rest on our laurels. Growth is the mindset here—not just in assets, but in how we expand our offering to better serve our clients. The next step in that growth has been in the works for some time. Introducing, SteelPeak Tax Consulting 📖 ✅ Comprehensive tax profile assessments ✅ Personalized tax plans to minimize tax burden and maximize returns ✅ Strategic implementation of tax-saving measures ✅ Ongoing advice to inform future tax strategies, including tax advice related to investing and portfolio management ✅ Tax preparation and filing Visit our site to learn more and sign up to receive updates about this unique solution.
Tax Planning | Guidance on the Tax Implications of Your Financial Plan
steelpeakwealth.com
-
SteelPeak Wealth reposted this
We’re not ones to rest on our laurels. Growth is the mindset here—not just in assets, but in how we expand our offering to better serve our clients. The next step in that growth has been in the works for some time. Introducing, SteelPeak Tax Consulting 📖 ✅ Comprehensive tax profile assessments ✅ Personalized tax plans to minimize tax burden and maximize returns ✅ Strategic implementation of tax-saving measures ✅ Ongoing advice to inform future tax strategies, including tax advice related to investing and portfolio management ✅ Tax preparation and filing Visit our site to learn more and sign up to receive updates about this unique solution.
Tax Planning | Guidance on the Tax Implications of Your Financial Plan
steelpeakwealth.com
-
We’re not ones to rest on our laurels. Growth is the mindset here—not just in assets, but in how we expand our offering to better serve our clients. The next step in that growth has been in the works for some time. Introducing, SteelPeak Tax Consulting 📖 ✅ Comprehensive tax profile assessments ✅ Personalized tax plans to minimize tax burden and maximize returns ✅ Strategic implementation of tax-saving measures ✅ Ongoing advice to inform future tax strategies, including tax advice related to investing and portfolio management ✅ Tax preparation and filing Visit our site to learn more and sign up to receive updates about this unique solution.
Tax Planning | Guidance on the Tax Implications of Your Financial Plan
steelpeakwealth.com
-
So great to be a part of the Emigrant Partners Leadership Summit. Special thanks to Mark Bruno and Jennifer Souza for hosting such a strong event. An agenda focused on growth is right up our alley.
-