Wealth Management in Brentwood, MO
Holistic Wealth Management to Turn Your Dreams Into Reality
Wealth Management in Brentwood, MO. Our financial health is about more than just having the lifestyle we want; it has an effect on our mental well-being, the the life our families will live and the legacy we'll leave, and whether or not we achieve our what we want the most in life. Correct Capital offers comprehensive wealth management services to Brentwood, MO individuals and families so they can can have peace of mind because their finances and future are not only safe but set up for long-term growth. Turn your goals into reality with Correct Capital's Brentwood, MO wealth management services today by calling 314-930-401(k) or by contacting us online.
There are many motivations people have for looking for wealth management services, the most common being protecting wealth and ensuring adequate income and financial security. Our Brentwood, MO wealth management team at Correct Capital do more than just manage your investments; we consider ourselves stewards of your wealth and financial life teachers. Many aspects of financial health are too often ignored; for instance, only a third of Americans have a will. People with the best financial health in the U.S. have diversified portfolios that incorporate equities, fixed income, cash, and more depending on their time horizon and how much risk they are willing to take on. 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 Brentwood, MO have the wisdom, skill, dedication, and resources to help grow your wealth and live the life you want.
What is Wealth Management? | Brentwood, MO Wealth Management
Wealth management is a wide-ranging phrase that generally refers to how a financial advisor manages the entirety of of a client's finances in the interest of maintaining the comprehensive custodianship of their financial assets. Full-scale wealth management in Brentwood, MO will provide extensive financial advice, such as:
- Net worth determination to trace your financial stability, analyze unnecessary expenses, and identify more useful and valuable places to put your money.
- Investing, investment advice, and portfolio management that seek to anticipate changes in the market, create a balanced and diversified portfolio, and meet your preferred level of risk in the interest of growing your wealth.
- Estate planning so you can be sure that your Brentwood, MO family is provided for once you're gone.
- Retirement planning so you can finally get the beach house and dream car, or just relax on the porch knowing you're financially secure.
- Real estate transactions to determine if you're financially prepared for that new house or if real estate investing is something worth exploring for you.
- Insurance planning to make sure your assets are protected and there aren't any more affordable options.
- 401(k) services for business owners who want to see their employees set up for retirement.
- 401(k) rollover if you're moving to a new company and want to make the most out of the money you've already saved.
- Tax planning to lower your liability and ensure you keep as much of your money as possible.
- Philanthropic planning so the results of your hard work will ensure prosperous Brentwood, MO communities as well.
How to Choose a Wealth Manager | Brentwood, MO Wealth Management
Choosing a trustworthy and capable wealth manager is a serious task; you are in many ways entrusting them with your future. It's essential to make an informed decision and take into account the merits of both the financial advisors who will steward your wealth and the skills, wisdom, and experience they will employ to do so. The following are eight important things to ask yourself before choosing a financial advisor for your wealth management in Brentwood, MO.
- Do they have adequate wealth management experience? In any profession, experience goes a long way in preparing someone to handle complex situations. The longer a financial advisor has been assisting clients in wealth management, the the better idea they'll have of how to react to market fluctuations, and they'll know the best strategies for intermediate and long-term growth. It also means they'll have a far-reaching network of relationships and resources.
- What qualifications do they hold? Literally anybody can call themselves a "wealth manager." A dependable and seasoned Brentwood, MO wealth management firm will hold qualifications that are independently verifiable with independent agencies and overseeing bodies.
- Who is their standard client? A wealth manager may meet a wide range of criteria, but they can only serve you so well if they don't have experience with people who are in a similar situation as you.
- What services do they offer? The best wealth management firms will be able to provide comprehensive services that go beyond tax planning and retirement planning to take the all aspects of your life and financial assets into account.
- Do they communicate well? You probably don't need to speak to your wealth manager every day, but you need to know that they're approachable, and that they're being honest with you if any conflicts of interest arise.
- What resources do they have access to? In-depth analysis of historical data and cutting edge technologies and digital platforms are key to providing clients a wealth management strategy that can endure and capitalize on market fluctuations.
- Are they independent? Many larger firms are limited to certain brokerages and might not be allowed to give you truly impartial advice or may not be able to offer you a full range of investment options. Independent firms have no such restrictions, and you can be sure that they are recommending options that they truly believe in.
- Will they manage your wealth, or just your investments? While optimizing asset allocation and getting a great return on investment are important aspects of any wealth building strategy, true wealth management in Brentwood, MO develops a game plan that also includes your taxes, philanthropic planning, insurance, and a wide array of other parts of your financial health.
Correct Capital's Approach to Wealth Management in Brentwood, MO
At Correct Capital, our wealth management team has more than 7 decades of combined experience helping Brentwood, MO individuals and families meet their financial milestones and live the lives they want. We are a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER ™ professionals, whose marks are accomplished through experience, education, passing exhaustivee exams, and observing high ethical standards. We serve families and individuals in addition to business owners in Brentwood, MO by using in-depth research and analytics to implement sensible strategies to help them get where they want to go. As a fiduciary and an independent firm, we are legally and ethically obligated to do what's best for you and only you.
Your wealth manager is a kind of life coach. In our initial consultation, we'll discuss the ideal vision you have for your life and your time horizon for meeting your goals. Then, we'll look over your assets, liabilities, debts, income, and expenses to get an overall feel for your financial health. We'll create a financial game plan for you, and then use the latest technologies and analytics to monitor it and make adjustments when necessary.
Other services we offer in Brentwood, MO include:
- Succession Planning
- Fiduciary Financial Advisor
- Company 401(k) Plans
- ESOP Advisor
- Self-Employed Retirement Plans
- 401(k) For Small Business
- Small Business Retirement Plans
- Tax Planning
- Social Security Consultants Near Me
- Retirement Calculator
Wealth Management Brentwood, MO | Correct Capital
Our only objective is to get the best results we can for you, and we are legally and ethically obliged to do so. Trust is key when it comes to your finances, so we will always be open, honest, and straightforward with you. We take pride in the fact that we help Brentwood, MO residents reach their dreams and enhance their family's future. For devoted and knowledgeable wealth management in Brentwood, MO with experts you can trust, reach out to Correct Capital today at 314-930-401(k) or contact us online.