Our Process

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

Complimentary financial planning By Savology

Welcome to Correct Capital Wealth Management, your trusted fiduciary wealth management firm serving the people of Clayton, St. Louis, 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.

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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

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Our Team

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