LOS ANGELES, Calif., February 3, 2025 — SteelPeak Tax Consulting (“SteelPeak”) a subsidiary of SteelPeak Holdings, LLC and an affiliate of SteelPeak Wealth, a leading independent wealth management firm, is pleased to announce acquisition of Ridgeway & Warner, a respected tax consulting firm based in Santa Barbara, California. This strategic move enhances SteelPeak’s capabilities, reinforcing its commitment to delivering true family office services and marks the opening of its first office in Santa Barbara.
Ridgeway & Warner has a long-standing reputation for providing comprehensive tax services to individuals and businesses in the Santa Barbara area. The firm’s team of experienced CPAs and professionals will join SteelPeak, bringing valuable expertise and delivering exceptional client service.
“We are thrilled to welcome the Ridgeway & Warner team to SteelPeak,” said Reza Zamani, CEO. “Their deep-rooted presence in Santa Barbara and extensive tax experience align with our strategic vision to deliver family office services where tax strategy, wealth management, and estate planning work seamlessly together under one roof. This acquisition not only strengthens our offering but also allows us to better serve our clients in the Santa Barbara community.”
Steve Ridgeway, CEO of Ridgeway & Warner, expressed enthusiasm about the partnership: “Joining forces with SteelPeak provides our clients with access to a broader range of wealth management services while maintaining the personalized attention they have come to expect. We look forward to contributing to SteelPeak’s growth and success.”
This acquisition is part of SteelPeak’s ongoing strategy to expand its footprint and enhance its service offerings. In 2024, the firm launched SteelPeak Tax Consulting to provide clients with comprehensive tax advice and services. https://steelpeakwealth.com/steelpeak-announces-appointment-of-rina-pineda-cpa-mst-as-director-of-tax-consulting/.
SteelPeak is dedicated to providing sophisticated wealth management solutions tailored to meet the unique needs of each client. With the addition of the Ridgeway & Warner team, the firm is well positioned to offer enhanced tax consulting services and deepen its relationships within the Santa Barbara community.
About SteelPeak Wealth
SteelPeak Wealth (“SteelPeak”) is a registered investment advisor headquartered in Los Angeles, with offices in Woodland Hills, Beverly Hills, Newport Beach, Santa Barbara, Las Vegas, Boca Raton, and Dallas. Clients turn to SteelPeak for sophisticated wealth management solutions to help establish investment goals and develop custom investment portfolios. SteelPeak’s aim of delivering “sophisticated wealth management made simple” applies to wherever clients might be in their financial journey. The client-centric approach taken by the SteelPeak team has led to them being named by Forbes as one of America’s Top RIA Firms, among other accolades. For more information on SteelPeak’s holistic wealth management offering, please visit: www.steelpeakwealth.com.
Media Contact:
SteelPeak Wealth
Lisa.Tashtchian@spwm.com