Wealth Management in Brentwood, MO
Wealth Management in Brentwood, MO. Our financial health is about more than just having the lifestyle we want; it impacts our mental well-being, the futures of ourselves and our families, and whether or not we attain our what's most important to us 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 protected but well-positioned for long-term growth. Turn your goals into reality with Correct Capital's Brentwood, MO 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 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 see ourselves as stewards of your wealth and financial life coaches. Many Americans don't often think about some vital facets of financial health; for instance, only a third of Americans have a plan for what will happen with their wealth once they've moved on. Investors in the U.S. have diversified portfolios that include 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 aspect to consider when managing your wealth. Correct Capital's wealth management advisors in Brentwood, MO have the wisdom, talent, tenacity, and resources to help you get from where you are to where you want to go.
What is Wealth Management? | Brentwood, MO Wealth Management
Wealth management is a broad term that generally refers to how a financial advisor manages the entirety of of a client's finances to focus on the comprehensive care of their financial assets. Holistic wealth management in Brentwood, MO will provide extensive financial advice, including:
- Net worth determination to trace your financial stability, see unnecessary expenses, and pick out where you want it to go in the future.
- Investing, investment advice, and portfolio management that endeavor to foresee changes in the market, diversify your assets, and lessen risk in the interest of balancing your investments with your time horizon.
- Estate planning so you can leave a legacy for your Brentwood, MO family.
- Retirement planning so you can feel at ease that your income will fit your desired lifestyle in your golden years.
- Real estate transactions to determine if that new house you've been looking at meets with your current finances, or if real estate investing is something worth exploring for you.
- Insurance planning to verify you, your family, and your assets can survive any surprises and that you're not overpaying.
- 401(k) advising if you run a business and want to see your employees set up for retirement.
- 401(k) rollover if you're taking advantage of an exciting new opportunity and want to make sure the money you've already saved is still working for you.
- Tax planning to decrease your liability and ensure you keep as much of your money as possible.
- Philanthropic planning so the fruits of your labor can positively influence 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 vital to make an informed decision and take into account the merits of both the people managing your money and the skills, knowledge, and experience they will employ to do so. Here are eight important things to ask yourself before deciding on a financial advisor for your wealth management in Brentwood, MO.
- What is their experience in wealth management? In any field, experience goes a long way in preparing someone to handle tough situations. The more experience a financial advisor has in wealth management, the more accustomed they'll be to market fluctuations, and they'll know the best strategies for intermediate and long-term growth. It also means they'll have a large network of relationships and resources.
- What qualifications do they hold? The term "wealth manager" doesn't necessarily indicate anything about the person using it. A dependable and accomplished 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 be qualified and have financial experience, 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 exhaustive services extend far beyond investment and retirement planning to take the totality of your life and financial assets into account.
- How do they communicate with you? It's likely unnecessary to speak to your wealth manager every day, but you want to know that they're available when you have questions, and that they're being sincere in the event that there is a conflict of interest.
- What resources do they utilize? In-depth analysis of historical trends and cutting edge technologies and digital platforms are essential to providing clients a wealth management strategy that can endure and capitalize on market fluctuations.
- Are they independent? Many wealth managers that work at larger firms are limited to certain brokerages and are therefore limited in the investment opportunities they can offer you and might not give you completely unbiased advice. When a firm is independent, they are looking out for your best interest and are not limited in the options they can present you with.
- Will they manage your wealth, or just your investments? While optimizing asset allocation and maximizing returns are key features of any financial advising services, true wealth management in Brentwood, MO should include a complete view of your finances.
Correct Capital's Approach to Wealth Management in Brentwood, MO
At Correct Capital, our wealth management team has over 75 years of cumulative experience helping Brentwood, MO individuals and families meet their financial goals and realize their dreams. We are a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER ™ professionals, whose qualifications are awarded through experience, education, passing rigorous exams, and following high ethical standards. We serve families and individuals in addition to business owners in Brentwood, MO with great financial strategies that work for them. As a fiduciary and an independent firm, our only interest is what's best for you.
Your wealth manager is a kind of life coach. In our first meeting, we'll get to know where you are in life and what type of life you want to have. Then, we'll look over every facet of your finances to acquire a comprehensive opinion of your financial health. We'll develop a a long-term plan for you, and adjust it when changes in the market or your life make it 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
Wealth Management Brentwood, MO | 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 look forward to building a long-term relationship together. We do what we do to help Brentwood, MO residents reach their dreams and protect their family's future. For devoted and experienced wealth management in Brentwood, MO with a personalized touch, get in touch with Correct Capital today at 877-930-4015 or contact us online.
