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Wealth solutions for your future of financial freedom

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Father and son

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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Discover News & Insights

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.
Options aren’t just for generating income or making speculative trades – they’re powerful tools for protecting your portfolio against market uncertainty.
We’re proud to share the latest issue of The Ascent – our publication designed to keep you connected to what’s happening across SteelPeak.

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