Let's move forward. Together.

The Steele Group

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Adult couple on cell phone

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • David

    David Steele, CFP, CRPC

    First Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • HI
    • KY
    • LA
    • MT
    • NC
    • NV
    • OH
    • OR
    • TN
    • TX
    • UT
    • WA

    David lives with his wife of 45 years in Sammamish. They enjoy traveling together and golfing in the summer months. David joined the Marine Corps in 1969 and served in the Vietnam war. He is an avid history buff, wine connoisseur and baseball fan. David graduated from The University of Washington in 1977 with a degree in Economics and has been working on the Eastside in Financial Services since 1983.

          225 108th Avenue NE
          Suite 800
          Bellevue, WA 98004
        • Matthew

          Matthew Steele, CFP

          First Vice President

          Financial Advisor

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          • AK
          • AL
          • AR
          • AZ
          • CA
          • HI
          • KY
          • LA
          • MT
          • NC
          • NV
          • OH
          • OR
          • TN
          • TX
          • UT
          • WA

          Matthew grew up in Sammamish and now lives in Downtown Bellevue. He is an avid golfer and competes in amateur tournaments around the Northwest. In the Winter when he is not golfing he enjoys snowboarding. He is a big Seattle sports fan supporting the Sounders, Seahawks and Mariners. Matthew graduated from Santa Clara University in 2009 with a Bachelor's Degree in Finance.

                225 108th Avenue NE
                Suite 800
                Bellevue, WA 98004

              Connecting you to the deep resources of UBS

              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

              The Year Ahead - Sustainable Investing

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager