As a client advocate, Wayne is dedicated to helping his clients achieve their most important financial goals as effectively and safely as possible. As a fiduciary wealth manager, he is committed to acting in their best interests at all times. They are not associated with any proprietary products. This results in a wider variety of investment options including, in some cases, more cost effective options than big firms.
Steel Peak’s financial planning and investing solutions are customized to each client’s unique goals. Their deep expertise and world-class resources aim to empower clients to thrive during every stage of their lives. With over 40 years of combined experience, the Steel Peak team has been helping clients through many of the changes that life brings. Their transition team has helped hundreds of people through job changes and retirement. Peace of mind and clarity are key benefits when using their six step process.
Wayne specializes in retirement planning, college savings, and comprehensive financial planning. He began his career as a Manager and Vice President for global and local banks for over 12 years and has been in wealth management industry for over 4 years, where he has been helping people make financial decisions ever since.
His philanthropic endeavors include supporting the Leukemia & Lymphoma Society and providing educational seminars for veterans and underprivileged youth.