Aaron Steele

Investment Advisor Representative
[email protected]
360-464-2979

Steele Capital Management – Financial Planner

Aaron is a Financial Planner with 25 years’ experience. Aaron specializes in Retirement Planning, Wealth Accumulation, Wealth Preservation, Estate Planning and Fee Based Portfolio Management. A portion of his practice is dedicated to helping to solve the financial problems created by unexpected LTC costs. Advising and guiding families on government long-term care and financially protecting them financially, if possible.

Aaron is currently on the board and Chairman for Morningside Inc. He was previously active in Rotary International with West Olympia Rotary and served as the clubs Sargent at Arms and Club Services Director and Chair of the Finance committee for Leadership Thurston County and on the board for Senior Action Network.

Wife Holly RN, BSN population care Nurse with Kaiser Permanente. They are proud parents of 2 boys, Tate a graduate of WSU School of Business, working for Russell Investments in Seattle and Thomas, graduate of Olympia HS and current Sophomore at WSU.

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Not affiliated with the U.S. Federal Government or any government Agency. Investment Advisory Services offered through BWM Advisory, LLC (BWM). BWM is registered as an investment advisor and only conducts business in states where it is properly registered or is excluded from registration requirements. We are currently either state or SEC registered in the following states: Arizona, Florida, Illinois, Kansas, Louisiana, Michigan, New York, Oregon, Texas, and Washington. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation. Although we make great efforts to ensure the accuracy of the information contained herein we cannot guarantee all information is correct. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Any comments regarding guarantees, safe and secure investments and guaranteed income streams or similar refer only to fixed insurance and annuity products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BWM Advisory, LLC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged. Annuities are long-term products of the insurance industry designed for retirement income. They contain some limitations, including possible withdrawal charges and a market value adjustment that could affect contract values. Annuities are not FDIC insured.