steelecap.net

Steele Capital Management is a family-run financial planning firm based in Tacoma, Washington, serving individuals and families across Washington State and beyond. The firm brings related financial decisions together in a coordinated plan, taking clients’ circumstances, priorities, and family needs into account. Its services include retirement planning, long-term care planning, investment management, tax planning, and estate planning. Steele Capital Management also works with young professionals on cash flow, saving, debt management, investing, and major financial decisions.

For retirement, the firm helps clients consider income, Social Security, taxes, healthcare, and withdrawals. Long-term care guidance addresses potential funding needs, family decisions, benefits, and asset protection. Investment management is supported by a fiduciary process focused on diversification, risk alignment, tax awareness, and ongoing oversight. The firm also helps coordinate tax strategies and estate details, including beneficiaries, account ownership, trusts, and legacy goals.

Clients work directly with an advisor for planning, reviews, and implementation support. Financial planning is included when the firm manages a client’s investments, with no separate planning charge.