Steele Street Capital was formed in 2012 by David Gerasin to provide independent and unbiased wealth management and financial advisory strategies to an intentionally small clientele who have attained financial success or who aspire to attain financial success.
Named after David’s late mother (Michelle Steele), Steele Street’s typical client seeks outcomes in the areas of tax efficient investing, investment management with an eye towards wealth preservation strategies, comprehensive investment planning services and balance sheet efficiencies.
David’s background in small business, commercial real estate investment and development, commercial banking and wealth management helps to make Steele Street Capital well positioned to help small to mid-sized business owners, consultants, professionals, athletes and other high net worth investors to manage their financial challenges with confidence, commitment and direction.
Wells Fargo Advisors Financial Network and Steele Street Capital are not legal or tax advisors. However, we welcome the opportunity to work with the client, their tax advisor and legal advisor to help you meet your financial goals.