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We Help PeopleBy Providing Exceptional Service

At Steele Wealth, we guide people through financial decisions during life’s most meaningful transitions.

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Our Value Proposition

Navigating the financial complexities

When clients face life’s most difficult transitions – a birth or a death, a marriage or a divorce, a job change or a retirement, or the sale of a business or farm – we help them navigate the financial complexities to they can focus on what matters most.

Our Typical
Client

While our clients come from all walks of life, they share a core set of values: high integrity, a strong work ethic, and a disciplined approach to saving. They swap "get-rich-quick" schemes for long-term consistency, recognizing that true financial success requires professional expertise rather than a DIY mentality. By consolidating their "serious money" with us, they allow for a truly holistic strategy—one built on a foundation of mutual trust that often spans decades and extends through multiple generations of their families.

200+Clients

16+States

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Our Services

We provide a holistic suite of financial services designed to secure your family's future and optimize your wealth.

  • Strategic roadmaps to ensure you transition smoothly into retirement with a sustainable, lifelong income stream.

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  • Disciplined, long-term management of your assets and 529 College Savings plans tailored to your specific goals.

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  • Proactive tax strategies combined with estate and will planning to protect your legacy and minimize liabilities.

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  • Integrated financial planning and life insurance solutions to safeguard your family against the unexpected.

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Our Offices

Cedar Rapids Office

425 Second Street SE, Suite 365,
Cedar Rapids, IA 52401

Phone: 319-310-1168

Colorado Springs Office

5245 Centennial Blvd, Suite 104,
Colorado Springs, CO 80919

Phone: 319-310-1168

Your Path to
Financial Clarity

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Partner with a team that values your hard work as much as you do—let’s build a disciplined, multi-generational plan for your "serious money."

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