Your Team

The goal of Steele Wealth Management is to provide comprehensive wealth management, investment advice and estate planning solutions to individuals, their families, Trusts and corporations.

Our Commitment to Clients
Our clients' needs come first and we strive to build long-term client relationships by focusing on the highest level of integrity, performance and quality service. Our clients value the confidence, personal attention and customized investment services that our team of professionals provides.

Who We Serve
We have a number of criteria that we use to determine whether or not a potential client is a good fit for us. Assets are one factor we examine, but are not the lone criteria examined.