Correct Capital Wealth Management
previously Pultman Wealth Management, a Certified Financial Planner™.
As a CertifiedFinancial Planner™, I have acted in your best interest over the past twenty-five years. We have moved to an independent model known in the financial industry as a Registered Investment Advisor (RIA). As an RIA, we can better serve you through a fully integrated solutions platform, providing completely independent, objective advice and investment counsel. Along with our high level of services, we will provide additional resources with increased value. Moving to an independent model will provide clear advantages to you.
The Difference Between RIA & Registered Rep
As an RIA, we have elected to adopt the fiduciary standard of client care. This means we are legally and ethically obligated to place your interest above all others with complete transparency. The reputation of our firm depends on this commitment. Wirehouse Reps are not fiduciaries. They focus on investment suitability. As an RIA, we are eliminating conflicts of interest and documenting our commitment to you. In summary, RIA's strictly work for the client and Wire-house Reps work for their respective firm.
Why Are We Establishing A New RIA Firm?
As an independent and privately owned company, Correct Capital is free of the natural conflicts that often arise from public shareholders and or parent company relationships. As an RIA, we now have access to ten times the amount of investment solutions and a multitude of investment research sources. We are not limited to the offerings, investment policies and control governed by a large institution.
Client Advantages of Independent/ RIA Model:
- Build a brand to match client priorities
- Freedom to clearly act in your best interest without limitations
- No obligation to cross-sell any proprietary products
- Access to premium technology
- Choose platform and services that fit clients needs
- Opportunity to control, manage and potentially reduce investment cost
- Access to a multitude of additional investment solutions and research
- Greater flexibility and control of decisions, operations and policies
- Autonomy in managing a business we all can be proud of and you can trust
Our Continued Commitment
The Correct Capital team recognizes our business is built on a special relationship based on trust and confidence. The name may have changed but our values and commitment to you have not. We will continually make every effort to ensure our clients receive the highest level of investment advice and exceptional service. As an Independent Advisory Firm, we remain one-hundred percent focused on providing the best client experience possible. Correct Capital continues to remain your trusted advisor and true steward of your assets.
Where Are Assets Held & How Safe Will They Be?
We have chosen Fidelity Investments as our preferred custodian. Fidelity offers impeccable financial stablity and remains an industry leader in custody, trading technology and financial services. Fidelity is recognized for comprehensive account offerings, education/retirement planning tools and outstanding customer service. In addition, insurance is provided by Securities Investor Protection Corporation (SIPC) to protect client assets.
Meet Your Team
Our team of professionals has been working closely together for years:
- Brian I. Pultman, CFP® Founder & Chief Investment Officer
- John V. Biedenstein, CPA Financial Advisor & Retirement Plan Specialist
- Maggie Rapplean, Financial Advisor & Retirement Plan Educator
- Rose Marie Gennaro, Senior Client Associate & Service/Lending Specialist
- Megan Riggin, Licensed Client Associate & Service/Operations Specialist
Our Names Significant Meaning
Brian in 1980 Brian's dad: Ray "The Hatman"
The History of our Name
Over 90 years ago Brian's grandfather, William Pultman, came to the United States and started a cap manufacturing company called Correct Cap Company. Brian would join him often in meetings with his personal banker and was intrigued how the banker had a career helping others succeed. As it turns out, helping others succeed was Brian's destiny as well. In honor of his family legacy and all the values and life lessons his grandparents and parents instilled, Brian chose to pay homage to his family's company—and by adding a bit of finesse—Correct Capital Wealth Management it is! These roots coupled with Brian's passion for serving others makes this name ideal. May the tradition of delivering quality and doing what is best for the valued client continue.
Correct Capital Wealth Management was born after much thought and research. It represents a deeply personal, ethical and professional opportunity for each of us. We look forward to being your trusted wealth advisor and working with you and your family for many years to come.