Our mission is simple. We want to provide peace-of-mind. In doing so, we service our clients by providing objective advice without any hidden agendas or conflicts of interest. As fiduciaries, we are legally obligated to act in the best interests of our clients at all times.
Alano Massi – Wealth Advisor
With over a decade of investment experience, Alano combines his love of economics with a commitment to help individuals and families grow and preserve their wealth.
Alano specializes in financial planning and retirement planning for individuals and families living in the general areas of Woodland Hills, Calabasas, Westlake Village, and Thousand Oaks, and across the United States. Alano holds a Bachelor of the Arts (BA) in Communication Studies, a Master of Business Administration (MBA) in Finance, a Series 65 securities license, a Certified Financial Divorce Specialist (CFDS) certification, and is certified for life, accident and health insurance. Prior to joining Steel Peak Wealth Management, served as an analyst at an ultra-high net-worth private family office, boutique investment bank Lionfish Advisors, and Wells Fargo Capital Finance. Using his analytical background and investment experience, Alano implements financial strategies customized for the unique needs of each client to build, preserve and transfer wealth. Individuals that Alano services primarily include business owners, retirees, engineers, physicians, divorcees, and young professionals. For qualified high-net worth clients, Alano provides strategic advice and access to alternative investments, including real estate, hedge funds, private equity, structured products, and derivatives. When a client requires a team, Alano coordinates his financial responsibilities with other professionals, including CPAs and estate-planning attorneys, to help achieve the required objectives.
Alano strongly believes in investing alongside his clients, and his success is determined by the performance of his clients’ portfolios. Alano charges a competitive flat annual fee for his services, and does not receive compensation for any commissions or trade executions.
In his spare time, Alano enjoys spending time with his family, golf, racquetball, snowboarding, playing the drums, watching movies, and learning about physics of the universe.
Steel Peak Wealth Management
Steel Peak Wealth Management, LLC is a registered investment advisory firm based in Woodland Hills, California.
Steel Peak has partnered with two of the largest and most reputable third-party custodians in the industry: Charles Schwab & TD Ameritrade. These custodians have representatives that work closely with our advisors to help efficiently service local clients in the general and surrounding areas of Woodland Hills, Westlake Village, Calabasas, and Thousands Oaks, and clients across the country. Working with top custodial partners benefits our clients and provides them access to a seamless array of financial and retirement planning services. This includes holding cash and securities for safekeeping, efficient trade execution, and clear reports on account holdings. Our custodians improve the service we provide and help clients become more confident investors.
Investment Advisor Public Disclosure
You may verify Alano Massi and Steel Peak Wealth Management on the Security and Exchange Commission website: https://adviserinfo.sec.gov/IAPD/default.aspx