Broker Check

Our Approach

1. Comprehensive Wealth Management:  Comprehensive Wealth Management is much broader and deeper than investment management.  Comprehensive Wealth Management includes financial planning, tax planning, risk protection, income strategies, charitable strategies, legacy strategies, gifting strategies and other services that that enhance clients’ lifestyles.

2. Independent:  Steiner Wealth Management has access to many different custodians, portfolio managers, insurance carriers and alternative investment providers to offer clients the best solutions for their unique situations.

3. Client Focused:  Steiner Wealth Management is a fiduciary that puts each client’s best interest first and understands that every client’s situation is unique.  Steiner Wealth Management offers a family office approach, which means that Steiner Wealth Management aims to be a single point of contact for all financial issues that clients face.

4.Proactive:  Steiner Wealth Management continuously researches and stays abreast of changes in markets and laws that impact clients.  Steiner Wealth Management strives to bring information, ideas and solutions to clients to identify opportunities and provide clients the best chance of pursuing their financial goals.

5. Transparent, Reasonable Pricing and Costs:  Steiner Wealth Management wants clients to understand how Steiner Wealth Management is compensated and what other costs the client will incur.  Steiner Wealth Management is committed to providing value-adding services at reasonable prices.