Wealth Management in Akron, OH

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Wealth Management in Akron Holistic Wealth Management to Help You Achieve Your Dreams

Wealth Management in Akron, OH. Financial well-being encompasses more than just achieving a desired lifestyle; it impacts our mental well-being, the futures of ourselves and our families, and if we can reach our life ambitions. Correct Capital offers holistic wealth management services to Akron residents so they can be sure that their money and future are not only safeguarded but set up for sustained success. Turn your goals into reality with Correct Capital's Akron wealth management services today by calling 877-930-4015 or by contacting us online.

While there are many reasons people seek wealth management services, the two most common are safeguarding assets and securing financial stability. Our Akron wealth management team at Correct Capital go beyond simply providing investment advice; we see ourselves as dedicated guides to your financial well-being. Many people overlook crucial aspects of their financial health and security; for example, only 33% of Americans have a will. Investors in the U.S. have a mix of investments that include equities, fixed income, cash, and more depending on their investment timeline and risk profile. A diversified portfolio that takes into account everything from tax planning to insurance options is an important thing to consider when managing your wealth. Correct Capital's wealth management advisors in Akron have the experience, knowledge, dedication, and tools to help grow your wealth and live the life you want.


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Correct Capital Wealth Management's office is physically located in St. Louis, MO, but we serve clients throughout the United States in both personal financial planning and corporate retirement plans.

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Understanding Wealth Management | Akron Wealth Management

Wealth management encompasses a wide range of services where a financial advisor manages various facets of a client's financial life, emphasizing the protection and growth of their assets. Holistic wealth management in Akron will provide all-encompassing financial advice, such as:

  • Net worth determination to track your financial stability, identify areas of overspending, and identify where you want it to go in the future.
  • Investment strategies, counsel, and portfolio oversight that seek to anticipate market declines, diversify your assets, and mitigate risk so your wealth can grow.
  • Estate strategy so you can leave a legacy for your Akron family and ensure they're taken care of once you're gone.
  • Retirement planning so you can live the life you want and are financially secure once you've left the workforce.
  • Property dealings to assess if you're ready to buy that new home or if real estate investing is right for you.
  • Insurance coverage to make sure your assets are protected and you're not overpaying.
  • 401(k) services if you run a business and want to see your employees set up for retirement.
  • Transferring your 401(k) if you're changing jobs and want to optimize the money you've already saved.
  • Tax planning to minimize taxes and retain more of your earnings.
  • Philanthropic planning so your hard work and finances positively influence Akron communities.

Who Needs Wealth Management in Akron, OH?

Wealth management isn't only for the rich; it's for anyone striving for financial success and aiming to make wise future choices. If you’re trying to responsibly navigate a high-income lifestyle, overseeing an expanding investment portfolio, or planning for major life events like retirement or sending your kids to college, wealth management can provide the guidance and organization you need.

At Correct Capital, we specialize in helping:

  • Individuals with high incomes looking to expand and safeguard their assets.
  • Business owners strategizing for business transition, expansion, or tax optimization.
  • Families seeking to manage intergenerational wealth effectively.
  • Professionals gearing up for retirement or other significant life changes.

Whether you’re looking to create a tax-efficient investment strategy, plan your legacy for future generations, or simply find peace of mind knowing your financial future is in good hands, our wealth management services are designed with you in mind.

Understanding that every client has unique circumstances, we concentrate on crafting tailored strategies that resonate with your objectives. Wealth management is not solely about managing finances; it enables you to enjoy the life you've diligently constructed.

How to Choose a Wealth Manager | Akron Wealth Management

Deciding to hand over your financial future to someone else is a serious decision. You need to be able to have confidence in both the individuals handling your finances and their competency, knowledge, and background. Here are eight questions you should ask when seeking a financial advisor for your wealth management in Akron.

  1. How much experience do they have in managing wealth? In any industry, there's no substitute for experience as the ultimate educator. The more experience a financial advisor has in wealth management, the more accustomed they'll be to market fluctuations, and they'll know optimal approaches for growth over the medium and long term. It also means they'll have a extensive network of contacts and resources.
  2. What are their credentials and professional designations? The term "wealth manager" doesn't necessarily imply any inherent qualifications. A dependable and experienced Akron wealth management firm will hold qualifications that can only be acquired by meeting education and experience requirements and passing rigorous exams.
  3. What kind of client do they usually serve? A wealth manager may be qualified and have financial experience, but you need to know that they can customize their services to match your unique requirements.
  4. What services do they offer? The best wealth management firms will be able to provide a wide array of services that extend past investments and retirement planning, considering your entire life and financial situation.
  5. How do they communicate with you? You probably don't need to speak to your wealth manager every day, but you want to know that they're available when you need them, and that they're being transparent about any conflicts of interest that might occur.
  6. What kind of resources do they possess? Successful wealth management depends on thorough data analysis and cutting-edge tech to evaluate market conditions and historical data for forecasting your best investment choices.
  7. Do they operate independently? Many larger firms are tied to certain brokerages and are therefore limited in the investment opportunities they can offer you and might not give you entirely impartial advice. Independent firms have no such limitations, and you can be sure that they are recommending options that they truly believe in.
  8. Are they only managing your investments, or your entire wealth? While asset allocation and maximizing returns are key aspects of any financial advising services, true wealth management in Akron should include a complete view of your finances.

How Correct Capital Does Akron, OH Wealth Management Differently

At Correct Capital, we understand that your wealth isn’t just about numbers—it’s about your life, your goals, and your values. That’s why we’ve developed a client-focused process that ensures every decision we make is in your best interest. As fiduciary financial advisors, we are bound to a promise we call our “IOU.”

Here's how our process works:

We see the people who use our wealth management services as people, not just clients. Our team is here to assist you at every stage with advice you can trust and strategies designed to safeguard and enhance your lifestyle and objectives.

The Role of Wealth Management in Realizing Your Dreams

Imagine a life where your financial worries take a backseat to your ambitions and passions. That’s the kind of freedom wealth management can provide. At Correct Capital, we help you make your money work for you.

With a comprehensive financial plan, you can:

  • Achieve Financial Security: Whether it’s securing your retirement, building a college fund, or preparing for unexpected events, we help you remain proactive.
  • Focus on What Matters Most: Reduce the time spent on market and tax concerns and more time enjoying your family, hobbies, or career.
  • Plan for Generational Wealth: Make sure your wealth benefits your family and establishes your legacy over time.
  • Navigate Life’s Big Decisions: From selling a business to buying a vacation property, we’re here to help you make well-informed decisions confidently.

Our wealth management approach helps you build a solid foundation that allows you to pursue your dreams—whatever they may be.

Correct Capital's Approach to Wealth Management in Akron

At Correct Capital, our wealth management team has over 69 years of combined experience helping Akron individuals and families meet their financial goals and achieve their dreams. Our firm is a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER ™ professionals, whose marks are attained through experience, education, passing rigorous exams, and maintaining high ethical standards. We serve families and individuals as well as business owners in Akron with comprehensive financial planning. As a fiduciary and an independent firm, our only interest is what's best for you.

Managing wealth is akin to managing life. When we first meet with you, we'll get to know where you are in life and what type of life you want to have. Then, we'll discuss your assets, liabilities, debts, income, and expenses to get an comprehensive view of your financial well-being. We'll develop a financial plan for you, and then use the latest technologies and analytics to monitor it and make adjustments when necessary.

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Wealth Management Akron, OH | Correct Capital

We succeed when you succeed. We know that trust is the foundation of any relationship between a client and their wealth manager, so we hope you learn about us as much as we learn about you and your financial situation. We take pride in our ability to help Akron residents realize their aspirations and safeguard their family's financial future. For dedicated and experienced wealth management in Akron with a personalized touch, call Correct Capital today at 877-930-4015 or contact us online.


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