Steel Peak Wealth Management
Dedicated to Providing You Financial Peace of Mind
Steel Peak Wealth Management is an independent fee-based financial planning and investment advisory firm located in Woodland Hills, California. We strive to empower our clients by turning complexity into clarity and providing a disciplined and strategic plan to build and preserve their wealth. The key to our success in helping our clients meet their financial and life goals with comfort and peace of mind is our comprehensive 6-Step Financial Planning Process.
As your advocates, we are dedicated to helping you define and achieve your most important financial goals as effectively and safely as possible. As fiduciary wealth managers, we are committed to acting in your best interests at all times.
Steel Peak’s exclusive financial planning and investing solutions are customized to each client’s unique goals. Our breadth of expertise and world-class resources empower clients to thrive during every stage of their lives.
We pride ourselves on our independence, which enables us to provide you truly objective advice, without hidden agendas or conflicts of interest. At Steel Peak, we measure our success by your success in achieving your financial and life goals; and your success is always our first priority.