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Wealth Management

Springsteel Investment Advisors, an independent Registered Investment Advisor, specializes in providing comprehensive wealth management to individuals and families.

Our comprehensive method focuses in building and preserving wealth through professional investment management, insurance protection, tax management, estate planning and charitable giving.

We act as the coordinator or member of a broader financial team, supporting the investment, legal, and tax matters of our clients.

We would enjoy the opportunity to discuss becoming your trusted advisor.  You can find out more about our process, our investment philosophy, and our commitment to our clients on these pages or by contacting us directly

<p>Revising Estate Strategy Assumptions</p>

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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<p>From Boats to Brokers</p>

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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