Our Process

Get to know our simple process before we start working together.

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Welcome to Correct Capital Wealth Management, your trusted fiduciary wealth management firm serving the people of St. Louis, MO and beyond. We believe in transparency and simplicity when it comes to guiding our clients towards financial success. Whether you are an individual seeking personal financial planning for long-term prosperity and stability for your family or a business owner looking for strategic economic and retirement solutions, we have you covered. And as a fiduciary, you can rest assured we always operate to serve your best interests, no matter what.

Maybe you like what we're about as a firm, but now you're wondering how to get started. We know switching to a new financial advisor or starting a new chapter in your financial journey is daunting. It can seem like a huge endeavor, but we've set out to make that process as smooth as possible. See that evidenced in our simple four-step processes outlined below.

View Our FAQs

For Individuals

Our process for individuals and families is designed to provide personalized financial guidance to help you achieve your goals. Get started by contacting our team today.

And here are a couple videos that describe the information we ask from you, and why:


For Businesses

Though similar, our process for businesses is tailored to organizations, centered around delivering strategic wealth management solutions to optimize your business's financial success and the success of your employees' investments. Learn more about the businesses we work with and click the button below to learn more about how to get started.

View Our Process For Businesses

Are you ready to experience the Correct Capital difference?

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Meet our team of financial advisors.

Our Team

Services We Offer

© 2024 Correct Capital | FORM CRS and other legal disclosures | FINRA BrokerCheck®
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.
Savology and Correct Capital Wealth Management, LLC are not affiliated companies. Savology is a digital financial planning and financial wellness company. Correct Capital Wealth Management offers Savology to those interested, and by using our link to Savology, you agree to their Terms of Service. Savology is an education tool and does not provide investment, legal, or tax advice.