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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

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?
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