About us
helping you take control
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No two financial situations are alike, find clarity in yours.
- When can I/we retire comfortably?
- How much guaranteed income do I/we need?
- How long will my/our invested money last?
- Are I/we prepared for a serious health issue?
Meet Aaron,
Founder & Financial Planner
Aaron Steele is the founder and guiding force behind Steele Capital Management, bringing over three decades of financial-services experience to every client relationship. He has spent more than two decades as a financial advisor, crafting bespoke wealth-management and retirement plans, and nearly a decade as a bank lender, where he developed deep expertise in credit strategies, capital solutions, and financing structures.
In 2014, Aaron recognized a critical need for strategic guidance around both VA Aid & Attendance and Medicaid long-term care benefits. He founded Steele Capital Management to deliver targeted support in navigating these complex programs, helping clients unlock the full range of benefits available to them. Building on that foundation, he expanded the firm’s offerings to include advanced tax-efficiency techniques and holistic planning solutions, weaving benefits strategies seamlessly into comprehensive financial roadmaps.
An Accredited Investment Fiduciary (AIF), Aaron is known for his unwavering integrity and tireless work ethic. He relentlessly pursues every advantage and best-possible outcome for the families and veterans he serves, ensuring their plans stand the test of time and change.
Follow Aaron on LinkedIn
Meet TATE,
Financial Planner
Tate Steele is a financial planner at Steele Capital Management, where he partners with clients to develop comprehensive wealth-management, retirement, and long-term care strategies. After seven years in institutional asset management, he joined his father to grow their family business and bring that same rigor and market insight to individual planning.
The majority of Tate’s career was spent as a derivatives trader at Russell Investments, where he studied market trends and used sophisticated tools to create and manage strategies with futures, swaps, and options. He worked closely with institutional clients—such as pension funds, insurance companies, endowments, and sovereign wealth funds—around the world, putting in place targeted hedges and protection plans to help safeguard their portfolios and achieve their investment goals.
Committed to the highest standards of professional excellence, Tate earned his CFA charter in August 2022. He pairs that credentialed expertise with unwavering integrity and a relentless drive to secure every possible advantage for his clients. By blending institutional-grade analytics and risk-management expertise with Aaron’s deep background in strategic planning, Tate helps deliver truly holistic financial solutions—preserving wealth, optimizing benefits, and empowering clients to pursue their long-term goals with confidence.
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Our values
Commitment to Your Financial Well-Being
Customized Portfolios
Tailored to your unique goals, balancing risk and return for optimal results.
Tax-Efficient Strategies
We structure and allocate your accounts to maximize after-tax returns and minimize taxable gains.
Proactive Management
Regular portfolio rebalancing and tax loss harvesting to enhance financial efficiency.
Ongoing Reviews
Semi-annual check-ins to ensure your strategy remains aligned with your objectives.
Emotion-Free Investing
Decisions are based on sound financial principles, free from emotional bias.
Expert Network
Access to a wide network of professionals, ensuring comprehensive financial support at every stage.
Unlocking Expertise:
Customized Portfolios
Tailored to your unique goals, balancing risk and return for optimal results.
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