Wealth Management

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In order to provide tailored investment strategies and wealth management services to high net worth individuals, families, and foundations, Urish Popeck has aligned with Steel Tower Investments (STI), a boutique wealth management firm.

STI is distinguished by its comprehensive, customized and objective approach to managing wealth, beginning with a thorough examination of your finances, your financial challenges and your financial goals. That information is used to develop a financial plan to address those challenges and achieve those goals, a plan that considers your overall financial circumstances: retirement planning, children’s education, business succession, wealth transfer, insurance and other wealth protection strategies. Investment recommendations for your portfolio are made objectively, without product bias, and always considering the tax implications that impact the accumulation, protection and distribution of your wealth.

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