Company intelligence
SteelPeak Wealth
Sophisticated Wealth Management Made Simple
About SteelPeak Wealth
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.
Verified activity
Signals from SteelPeak Wealth
10 published signals
Presence & Recognition
SteelPeak Wealth employee Dan Seivert and the ECHILON Partners team celebrated 25 years of partnership.
Reported by Tyler Resh
Capital & Finance
SteelPeak Wealth published a market update highlighting stock market performance and macro data highlights.
Reported by Maz Esmailbeigi, AIF®, CFS®, CAS®
Capital & Finance
SteelPeak Wealth noted that the 10-year Treasury yield eased toward 4.75% after Governor Christopher Waller said he could support a September hold, pulling market-implied hike odds down to near 50% from 63% a day earlier.
Reported by Maz Esmailbeigi, AIF®, CFS®, CAS®
Capital & Finance
SteelPeak Wealth highlighted that the rally extended the week's recovery and more than recouped Monday's geopolitical selloff, though breadth was uneven with the Russell 2000 managing just 0.4%.
Reported by Maz Esmailbeigi, AIF®, CFS®, CAS®
Capital & Finance
SteelPeak Wealth reported that stocks rallied across the board Thursday, with the Dow climbing 624 points to 53,686, the S&P 500 adding roughly 1.1% to 7,748, and the Nasdaq Composite leading with a 1.4% advance to 26,584.
Reported by Maz Esmailbeigi, AIF®, CFS®, CAS®
Capital & Finance
SteelPeak Wealth published a market update and macro data highlights regarding the stock market rebound and bond market conditions.
Reported by Maz Esmailbeigi, AIF®, CFS®, CAS®
Products & Services
SteelPeak Wealth has spent the last three years building its platform around the need to manage high-net-worth households with operating entities, trusts, and tax situations that don't fit in an annual review.
Reported by SteelPeak Wealth
Research & Knowledge
SteelPeak Wealth published a market update highlighting stock market performance, macro data highlights, and a bond move regarding yields and oil.
Reported by Maz Esmailbeigi, AIF®, CFS®, CAS®
People
SteelPeak Wealth hired Jordan Peterson, CPFA, as a Wealth Advisor serving Las Vegas, Henderson, Summerlin, and all of Southern Nevada.
Reported by SteelPeak Wealth
Capital & Finance
SteelPeak Wealth published a market update and macro data highlights regarding U.S. stock market performance and macroeconomic conditions.
Reported by Maz Esmailbeigi, AIF®, CFS®, CAS®