Wealth ManagementA team of experts focused on your success
The Steel Tower approach
Expertise built for your needs
As any savvy investor knows, markets go up and down. Thoughtful financial planning can help cushion against the risk of loss. Yet only a truly cross-disciplinary team can uncover wealth opportunities in all markets.
At Steel Tower, we bring more than just our unusually broad investment experience to managing your portfolio. For each client, we also build a custom team of experts across tax, estate administration, business and succession planning, and more.
As we design and regularly update your financial plan, we consider not only opportunities within investment management but also the implications of taxation across your personal and professional portfolios. We forecast potential estate planning implications in line with your goals. And we recommend integrated approaches to risk-proof your wealth today and for the future.
“Only a truly cross-disciplinary team can uncover wealth opportunities in all markets.”
Elizabeth Urish, Founding Partner & Managing Director
The result is true collaboration across disciplines to benefit your position. Whether you bring your own trusted partners or leverage our experienced experts, you’ll have an integrated team working in concert on your behalf across all financial dimensions.
To learn more about Steel Tower’s unique multidisciplinary approach, contact us.
DISCLOSURES
The information included in this document is for general, informational purposes only. It does not contain any investment advice and does not address any individual facts and circumstances. As such, it cannot be relied on as providing any investment advice. If you would like investment advice regarding your specific facts and circumstances, please contact a qualified financial advisor.
Any investment involves some degree of risk, and different types of investments involve varying degrees of risk, including loss of principal. It should not be assumed that future performance of any specific investment, strategy or allocation (including those recommended by Steel Tower Investments) will be profitable or equal the corresponding indicated or intended results or performance level(s). Past performance of any security, indices, strategy or allocation may not be indicative of future results.
The historical and current information as to rules, laws, guidelines or benefits contained in this document is a summary of information obtained from or prepared by other sources. It has not been independently verified, but was obtained from sources believed to be reliable. Steel Tower Investments does not guarantee the accuracy of this information and does not assume liability for any errors in information obtained from or prepared by these other sources.
Steel Tower Investments is not a legal or accounting firm, and does not render legal, accounting or tax advice. You should contact an attorney or CPA if you wish to receive legal, accounting or tax advice.
Investment advisory services are offered through UP Strategic Wealth Investment Advisors, LLC, doing business as Steel Tower Investments. NOT FDIC INSURED – NOT BANK GUARANTEED – MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL – NOT INSURED
