Steel Peak Wealth Management

Since 1994, I've overseen the personal finances of affluent individuals and families in Los Angeles and throughout the United States. My clients include people in the entertainment business, corporate executives, doctors, attorneys, business owners, and retired individuals. My services include asset management, retirement planning, insurance, and estate and tax-minimization planning.

I specialize in the strategic implementation of alternative investments. The ones I've found to be most effective are a select group of private lending funds that pay monthly income at high annualized rates with minimal fluctuation in principal. These investments have no correlation to the stock or bond markets and were unaffected by the 10% and 20% stock market declines in 2018. They've been a more stable and higher-yielding substitute for bonds in a rising interest rate environment and have delivered consistent, positive returns through up and down markets.

I especially enjoy working with musicians. Why musicians? Because in my teens, 20s, and early 30s, I played, composed, and produced music professionally. I've performed and recorded with some of the top names in music and my music has been heard on television and radio. Many of my longtime friends and clients are musicians. As a former professional musician, I understand the unique needs and concerns of musicians (and others in the entertainment business) and what it takes to help them meet their retirement and other financial goals. My clientele includes composers, producers, recording artists, sidemen, session musicians, and members of some of the world's leading orchestras.

Call me at (818) 835-8755 or email me at [email protected] if you have questions or would like to discuss your financial goals or concerns.

I love helping people meet their financial goals, become more financially secure, have greater peace of mind. When you love what you do every day, it's not "work."