Introduction: As Vice President and Wealth Advisor at SteelPeak Wealth - I ensure HNW Individuals/Families meet their specific financial aspirations, retirement time horizon, and investing comfort level with risk using our broad range of targeted investment strategies to tailor portfolios to their unique objectives.
Have you found yourself having these feelings:
❌Stressing over financial goals and clearly defining what that looks like for your unique situation?
❌Frustrated with your current risk tolerance in your portfolio that minimizes your cash flow monthly?
❌Confused about where you sit in your current financial plan and if it would hold up to a stress test or have no financial plan at all yet?
Perhaps you never had the chance to find a trusted authority in the Wealth Management space.
Perhaps you are too busy to get the chance to sit down and think about these important aspects of your finances that may go overlooked.
Well, I’m very proud to say that thanks to the expertise and work done as Vice President at SteelPeak Wealth, I can help you with things like:
✔ Determine Goals
We identify goals by dividing them into Needs, Wants, and Wishes
✔ Assess Current Investments and Risk Tolerance
We analyze the existing investment allocation and cash flow. We also determine your risk profile.
✔ Discuss Financial Plan and Investment Strategy
We will show you the probability of success for your financial plan, along with a complete stress test analysis. We will then present our Investment Strategies using our proprietary research.
