Rich Winer, Associate Vice President and Wealth Advisor
Since 1994, I've overseen the financial affairs of individuals and families in Los Angeles and throughout the United States. I specialize in helping people acquire and retain wealth, manage their financial affairs, and meet their most important life goals and aspirations. My clients include people in the entertainment industry, corporate executives, self-employed professionals, business owners and retirees.
Steel Peak Wealth Management is an independent, fee-based fiduciary wealth management and financial planning firm located in Woodland Hills, California. We are also an SEC-registered investment advisor with more than a half a billion dollars in assets under management. We work with clients in Los Angeles, New York, Miami, Palm Beach, and throughout the United States.
Our services encompass all aspects of your financial life including investment management, retirement planning, income and lifestyle protection, tax reduction and estate planning, as well as education funding and other areas of comprehensive financial planning. We also help business owners establish cost-effective employee benefit and retirement plans, acquire low-interest personal and business financing, and plan for the continuity and succession of their business.
Our recommendations are based solely on your specific needs, circumstances, and goals. As a registered investment advisor, we have a fiduciary obligation to act in your best interests at all times, disclose potential conflicts of interest, and place your financial interests ahead of our own.
Thank you for taking the time to visit my website and learn about the services Steel Peak and I provide. The more you learn, the more you'll understand why, for more than two decades, affluent individuals and families throughout the United States have entrusted me with their financial future, security, and independence.
Call me at (818) 835-8755 to learn how you and your family can benefit from our guidance, experience, and wealth management expertise.