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Heather H

Series 63, Series 66

Park City, UT

SteelPeak Wealth, LLC

Heather Hinrichs is a financial advisor at SteelPeak Wealth, LLC with three years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at SEI Wellness Corporation, Zions Bank, SPF Capital, Cal Private Bank, and Financial West Group. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, typically utilizing proprietary and custom model portfolios alongside due diligence on private securities and alternative investments.

Private / alternative investments Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired Executive
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