As an Independent Advisory Firm and Privately Owned Company, Correct Capital strives to be free of the natural conflicts that often arise from public shareholders and/or parent company relationships. As a RIA, we have access to an enormous amount of investment solutions and research. We are not limited to the offerings, investment policies, and control governed by a large institution.
Our Continuous Commitment
Our team’s qualifications are exceptional. With a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Accredited Investment Fiduciary® (AIF®), and a Certified Retirement Counselor® (CRC®), we are required to honor our Fiduciary duty above all. We pledge that we will practice full disclosure, due-diligence, and clear client communication from day one. Our team is made up of specialists who work in a collaborative atmosphere with our clients.
Trust Matters is the foundation of our relationship. We are committed to providing the highest level of investment advice coupled with exceptional service. The Correct Capital team recognizes our business is built on a special relationship based on trust and confidence. Our values and commitment will not change. As an Independent Advisory Firm, we remain one-hundred percent focused on providing the best client experience possible. Correct Capital is a trusted advisor and true steward of your assets.
A better way to take care of you
As a Registered Investment Advisor (RIA), we can better serve you through a fully-integrated solutions platform, providing completely objective advice and independent investment counsel. We provide additional resources with increased value. Having an independent model provides clear advantages for you.
We go beyond investments in getting to know and help our valued clients succeed and live the best possible life. We never take for granted the trust, commitment, responsibility and friendship our clients extend to us. Trust really matters!
We are set up to match client priorities. Working with Correct Capital, you can expect us to act in your best interest, always. Interested in talking to us? Schedule an appointment to come in and talk with us, we'd love to hear what you have to say.