1. Steele Capital Management

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    Tacoma, WA

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    Steele Capital Management

    5.0 (1 review)
    Closed • 9:00 am - 5:00 pm

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    4 months ago

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    Bulwark Capital Management - Trevor Whitman Product Specialist Bulwark Capital Management

    Bulwark Capital Management

    (9 reviews)

    if you understand anything about investing in stock portfolios and managing risk you would see that…read morethe negative reviews are knee jerk by the reviewers. My account has done extremely well because I let the professionals keep my money invested when necessary and on the sidelines when appropriate while looking for strategic opportunities. These aren't put and take accounts. You only lose if you "get out" during rough economic times. Zach is always willing to review our position and takes the time to recognize my needs. Any moves made are made at the request of the client after consultation. My funds dropped in value during a down economy less than market averages and have recovered famously. All the negative reviews seem to be from people that were looking for short term gain with no concept of minimizing risk. (Not eliminating....) I feel that my family's funds are in good hands

    They messed us up with annuities. And then tried to get us deeper with annuities. And then when I…read morehad my brother go to them, they didn't even double check to make sure he had a beneficiary signed onto his account. I had my brother go to him because I trusted that they'd help him because my brother is not financial savvy. Well, that really messed us up when he passed away. Because he had no beneficiary signed like he did his last place which they had him put beneficiary.. so in other words, they took no responsibility and I said what you're supposed to be a financial advisor to help people with that stuff and they said nope. So when my brother passed away, I should've been the beneficiary I was not and I had family members who never even talked to my brother in 30 years take his money. I'm not saying it's 100% their fault, but I trusted them because their financial advisors when my brother invested his money with them, they should've said who's your beneficiary. When I told them this, they took absolutely zero responsibility. I am no longer with them nor will I ever be.

    Steele Capital Management - financialadvising - Updated October 2026

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