Steele Street Private Wealth Management

Steele Street Private Wealth Management advises individuals and high‑net‑worth clients and also serves employer‑sponsored retirement plans, estates, trusts and charitable organizations. Its services include discretionary and non‑discretionary portfolio management, integrated financial planning as part of wealth management, retirement‑plan advisory under ERISA 3(21) and 3(38) arrangements, and consulting on insurance, annuities and privately held business investments.

The firm emphasizes retirement investing and income generation, using asset‑liability matching to plan cash flow and employing dividend‑paying equities, preferred stocks, individual bonds and ETFs to meet income needs. Investment decisions draw on both fundamental and technical analysis, a mix of active and passive managers, periodic rebalancing, tax‑aware choices such as municipal bonds and qualified dividends, and the use of private placements for qualified investors when appropriate.

Compared with many peers, Steele Street operates with a small advisory team while managing roughly $187.5 million across about 111 client relationships, which implies relatively high assets per advisor and a focus on larger accounts (the firm states a typical minimum of $500,000, though exceptions may be made). It also combines employer plan 3(38) fiduciary services, project‑based planning through an external planning partner, and administrative platforms (Tamarac) and undertakes due diligence on alternative and private investment opportunities, services that are less common among similarly sized firms.