Correct Capital Wealth Management, LLC is a Registered Investment Advisor with the United States Securities and Exchange Commission (SEC). Registration does not imply a certain level of skills or training. We are required by law to disclose all pertinent information regarding our firm's operation in an annual Summary Disclosure Statement. Copies of this statement are available upon request to our clients, free of charge.
Securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, with headquarters at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Correct Capital Wealth Management are not affiliated companies. Investments through PKS or RIA are:
- Not FDIC insured
- Not bank guaranteed
- May lose value, including loss of principal
- Not insured by any state or federal agency
Correct Capital Wealth Management is registered in the following states: Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.
Information presented on this site is for informational purposes only. It does not intend to make an offer or solicitation for the sale or purchase of any product or security, except, where applicable, in said states where Correct Capital Wealth Management, LLC, has made notice filings or where an exception or exclusion from such filing exists. Investments involve risk and, unless otherwise stated, are not guaranteed. Nothing on this site should be interpreted to state or imply that past results are an indication of future performance.
All opinions expressed herein are those of Correct Capital Wealth Management, LLC, unless otherwise stated. Materials presented are believed to be from reliable sources: however, we do not warrant or guarantee the timeliness or accuracy of this information. Please first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here.
The information being provided here is strictly as a courtesy. It is presented from sources we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. If you click on any links to these sources provided here, you are leaving this website. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, express or implied, as to accuracy, completeness, or results obtained from any information posted on this or any "linked" website.
We recognize the importance of protecting the privacy of our clients. We want you to konw what information we collect from our clients and how we use it. The following is the policy that Correct Capital Wealth Management, LLC and its employees adhere to for the collection and use of your nonpublic personal information.
What Information Is Collected?
We may collect the following types of information as part of the normal course of business:
- "Personally identifiable information" such as your name, mailing address, and email address. This information does not include aggregate information that does not allow for the identification of an individual person. We collect this information only if you voluntarily choose to provide it to us, and you do not have to provide personally identifiable information to access our site.
- "Automatic information" such as the identity of your internet service provider, what browser you use to access our site, and your device's IP address. This is technical information automatically collected by our server, which may be hosted by a third party, and it is automatically recognized and collected each time you visit our site.
- Data about your financial transactions with us, including investments you have made, your account status, and other information you have provided such as income.
How We Use This Information
We may use personally identifiable information for the purposes for which it was collected. This includes the ability to contact you per your request if you had given us such information as part of a contact form. In addition to using personally identifiable information for the purposes it was collected, we may also use it to send you publications, invitations, and other marketing materials that we believe may be of interest to you. Automatic information is used for internal purposes, including the administration of our website, assisting us in understanding how it is used, and improving the quality of our site.
Confidentiality and Security
We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic, and procedural safeguards to protect our clients' nonpublic personal information. We respect and value that you have trusted us with your private financial information, and we work tirelessly to maintain said trust. We are committed to preserving that trust by respecting your privacy as provided herein.
However, the Internet is not a secure medium and as such we cannot ensure, warrant, or guarantee the security or integrity of any information transmitted to use over the Internet or stored on our systems. While we employ industry-standard devices, software, and practices to protect your data, we ask that you not disclose any private or confidential information to us via this site.