Steel Peak Wealth Management

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21650 Oxnard St Ste 2300
Woodland Hills, CA 91367
+1 (818) 835-8720
http://www.spwm.com

Steel Peak Wealth Management, located in Woodland Hills, CA, offers sophisticated wealth management services, including family office services, estate consulting, tax consulting, and insurance solutions. Their team of experienced advisors provides holistic financial advisory to cover every aspect of clients' lives.

With a focus on financial freedom, Steel Peak Wealth Management excels in mapping out finances, planning investments, handling taxes, and maximizing wealth efficiently. Clients can expect personalized strategies tailored to their unique financial goals and needs.

From managing concentrated stock positions to understanding options trading basics, Steel Peak Wealth Management provides clients with insightful news and insights to help them navigate the complexities of the financial world.

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Reviews

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2.53 reviews
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Lianne T.
10/30/2021

Reza is amazing and are very fortunate to have found him. He also has wonderful employees that are very competent. He handles all of our financial investments as well as our employees and our...

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gina n.
9/4/2024

This company is a joke. And Luke Anderson with whom I had a scheduled appointment even a bigger one. I had an appointment scheduled with him at 3:30pm. I scheduled it a week and a half in advance....

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Sun L.
10/21/2020

Not the best, only cares about you if you have a large account. And rarely follows up.

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