Steelman Aguirre Wealth Management Group

People know when they are well served.

At Steelman Aguirre Wealth Management Group, we look to deliver a different caliber of experience to an accomplished clientele. We're privileged to work with business owners, senior executives, and their families, helping them address and align multiple aspects of their wealth.

The clients who engage our help are typically very busy, with many demands on their time—personal and professional. We help them relieve stress in their lives and manufacture time in their schedules, resulting in a more cohesive approach to the many moving parts of their wealth.

We're a highly motivated group that is proud of the distinctive aspects of our team. Here are a few of the ways that we look to provide a different kind of client experience:

• A deeper engagement. The clients we serve have often encountered significant complexity in their financial affairs. Some are planning to take companies public. Others are highly compensated executives with concentrated or restricted stock. And still others are business owners who have created significant wealth through long effort and sacrifice. We understand the intricacies of their situations, helping them capitalize on the opportunities at their disposal.

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• Knowledge sharpened by experience. When wealth takes on a certain scale, it requires a precise level of analysis, strategy, and execution. We believe our team thrives in these situations. As our backgrounds can attest, we offer the education and professional designations that demonstrate a deep commitment to our craft. As important, we offer an institutional perspective that is attuned to the requirements of significant wealth. We also help clients adopt a more measured approach to their finances, avoiding its highs and lows—euphoria or panic.

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• A single, reliable source for diverse needs. We look to add measurable value to clients' lives, connecting them to the resources and capabilities that make their finances easier and more efficient. Our slate of services extends far beyond investing, encompassing the four pillars of our approach: access to personal banking, commercial banking, and investment banking through Bank of America, as well as wealth management. We strive to say "yes," actively looking for ways to make clients' lives better, every day.

To speak with one of our Advisors, please see the red "Contact Us" button at the top of our webpage. We'd be happy to discuss your needs relative to our capabilities.