SteelPeak Wealth is a boutique wealth management firm that was formed through the 2021 merger of two established firms, Steelhead Capital Management and The Peak Group. The company's mission is to provide holistic, customized financial planning and investment management solutions. They focus on serving high-net-worth individuals, families, and business owners by creating integrated strategies that cover investment management, retirement planning, estate planning, and risk management to help clients achieve their long-term financial goals.

Founded in

United States