Independent | Fiduciary
Wealth Management

Located in Denver, CO.

Planning

Our approach is comprehensive and built for you.

Investments

Distinctive approach, backed by our 30+ years of experience and professional qualifications.

Estate

We weave estate consulting directly into your unique plan.

Retirement

Customized retirement income distribution strategies.

As a fiduciary, we provide independent, unbiased advice.

Our independence is what truly adds value: as an independent RIA we are not restricted by a “platform.” It is our goal to provide the best service, portfolio management, and professional advice possible.

Our Company

Dan Katz, CFA

Managing Principal

Casey Vader

Managing Principal

Investment Management built for you.

Each portfolio is customized based on the individual client’s goals and needs.

Learn More

30+

Years of experience managing client assets.

Contact Us

Let's begin
(720) 730-2550

Our Partners

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Steele Street Private Wealth Management, LLC's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through CDKV Holdings, LLC DBA Steele Street Private Wealth Management, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.
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