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Holistic financial advisory for every aspect of your life

We’ll map out your finances, plan your investments, handle your taxes, and help you make the most of your wealth – quickly and efficiently.
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What Is a Multi-Family Office – and Why Are More Families Using Them?

A multi-family office is a modern evolution of the traditional single-family office – offering the same high level of service and coordination, but across a curated group of families rather than one.

Risk Management with Options: Protecting Your Portfolio

Options aren’t just for generating income or making speculative trades – they’re powerful tools for protecting your portfolio against market uncertainty.

The Ascent – March 2025

We’re proud to share the latest issue of The Ascent – our publication designed to keep you connected to what’s happening across SteelPeak.
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Our Team — Advisors

Reza Zamani, AIF®, CPM®, CFS®, CAS®
Maz Esmailbeigi AIF®, CFS®, CAS®
Ali Zamani AIF®, CFS®, CAS®
Luke Anderson, AWMA®
Mike Janis
John Perry, CPFA, CDS
Mike Shotton
Michael Rashtian
Kingsley Choi
Christine Mueller Coley, CFP®, CDFA®
Mark Koellner, CFP®, CRPC®
Flavia Nunes
Sam Sosa
Heidi Wilson, WMCP®, CDFA®
Joseph Auday, CFP®, CRPC®
Jim Bray, CFP®
Andrew H. Jacobson
Ryan Saidi, AIF®
Robert Venezia
Matthew Keller
Morten Roness, MBA
Rich Winer
Ceasar Garvida, CFP®, CIMA®
Roger Lopez
Wayne T. Slappy