Reza Zamani–Steel Peak Wealth Management
“From the very start, Schwab gave us the
freedom to build our business the way we
wanted, based entirely on the best interest
of our clients. With Schwab’s support, we
made the transition from brokerage to
independence in half the time we expected.
And every single client came with us.”
When we decided to go independent,
our first call was to Schwab.
Charles Schwab is proud to support more independent advisors of all
sizes and their clients than anyone else.
Learn more at advisorservices.schwab.com or call 877-687-4085
Results may not be representative of your experience. Steel Peak Wealth Management is not owned by or affiliated with Schwab, and its personnel are not employees or
agents of Schwab. This is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab
Advisor Services TM serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not
owned by, affiliated with, or supervised by Schwab. ©2018 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. (1018-872J) ADP104362-01/ 00219676