Correct Capital Wealth Management's Financial Resources
At Correct Capital Wealth Management, we believe that informed clients are successful clients. That's why we've compiled a wealth of financial resources to support your financial planning and investment needs.
- Complimentary Planning By Elements
- 2025 Contribution Limits
- Complete 2024 Annual 401(k) Participant Survey
- AGCMO 401(k) Survey Results
- Our Three Service Tiers
Helpful Links
The financial services industry is one of the most highly regulated industries in the United States. Below, you can find information on regulatory bodies, accreditations, codes of ethics, and how to find a trustworthy fiduciary advisor.
- U.S. Securities and Exchange Commission (SEC)
- Financial Industry Regulatory Authority (FINRA)
- FINRA Broker Check
- Internal Revenue Service (IRS)
- Retirement Plans (IRS)
- Certified Financial Planner Board of Standards (CFP Board)
- CFP Board Codes & Standards
- National Association of Personal Financial Advisors (NAPFA)
- Fi360
- AIF® Designation
- Barron's Top 1,200 Advisors
- Brian Pultman's Barron's Profile
- Morningstar
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If you're considering hiring a financial advisor and you'd like to talk to us, you can give us a call at 877-930-4015, contact us online, or schedule a consultation with a member of our advisor team today. It only takes 15 minutes to understand if we're a good fit for each other. Check out our FAQs about our services or learn more about our process here.