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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>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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<p>Required Reading: The Economic Report of the President</p>

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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