Wealth Management in Brentwood, MO

Wealth Management in Brentwood, MO Comprehensive Wealth Management to Help You Achieve Your Dreams

Wealth Management in Brentwood, MO. Our financial health is about more than just getting to live in our dream house; it impacts our emotional health, the the life our families will live and the legacy we'll leave, and whether or not we realize our what we want the most in life. Correct Capital offers A-Z wealth management services to Brentwood, MO residents so they can be confident that their finances and future are not only secure but set up for sustained 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 ample income and financial security. Our Brentwood, MO wealth management team at Correct Capital do more than just try to time the market; we strive to be custodians of your wealth and financial life coaches. A lot of particulars of financial security are too often ignored; for example, only 33% 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 are comprised of equities, fixed income, cash, and more depending on their time horizon and how much risk they are willing to take on. An experienced and knowledgeable wealth manager will help you create a diversified portfolio while considering everything from tax planning to insurance options. Correct Capital's wealth management advisors in Brentwood, MO have the wisdom, expertise, tenacity, and resources to help grow your wealth and live the life you want.

Wealth Management Brentwood, MO | Portfolio Management | Financial Advisors Near Brentwood

What is Wealth Management? | Brentwood, MO Wealth Management

Wealth management is an inclusive term that generally refers to how a financial advisor oversees all aspects of a client's finances in the interest of maintaining the comprehensive guardianship of their financial assets. Full-scale wealth management in Brentwood, MO will provide in-depth financial advice, such as:

  • Net worth determination to trace your financial stability, see where you may be spending too much, and pick out where you want it to go in the future.
  • Investing, investment advice, and portfolio management that strive to foresee market declines, diversify your assets, and meet your preferred level of risk in the interest of balancing your investments with your time horizon.
  • Estate planning so you can be sure that your Brentwood, MO family is provided for once you're gone.
  • 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 your assets are protected and there aren't any more affordable options.
  • 401(k) advising if you run a business and want to see your employees financially secure is well.
  • 401(k) rollover if you're moving to a new company and want to optimize the money you've already saved.
  • Tax planning to set aside as much money as you can for yourself, your family, future investments and other opportunities.
  • Philanthropic planning so the results of your hard work can protect Brentwood, MO communities as well.

What to Look for in a Wealth Manager | Brentwood, MO Wealth Management

Entrusting your wealth and future to someone is not something to be taken lightly. It's essential to make an informed decision and take into account the merits of both the people managing your money and the savvy, wisdom, and experience they will employ to do so. Here are eight important things to ask yourself before choosing a financial advisor for your wealth management in Brentwood, MO.

  1. Do they have enough wealth management experience? In any industry, experience goes a long way in preparing someone to handle tricky situations. The more experience a financial advisor has in wealth management, the more accustomed they'll be to market fluctuations, and they'll know how to best time your investments and retirement funds for when you need them, whether that be in 5 years, 12 years, or 30. It also means they'll have a far-reaching network of relationships and resources.
  2. What qualifications do they have? Literally anybody can call themselves a "wealth manager." A Brentwood, MO wealth management firm that really knows what it's doing will hold qualifications that can only be acquired by satisfying education and experience requirements and passing rigorous exams.
  3. Who is their typical 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.
  4. What services do they offer? The best wealth management firms will be able to provide all-inclusive services that go beyond tax planning and retirement planning to consider the full spectrum of your life, goals, and current financial health.
  5. How do they communicate with you? Few people need to speak to your wealth manager every day, but you want to know that they're there when you need them, and that they're being straightforward if there is ever a conflict of interest.
  6. What tools do they have? In-depth analysis of historical data and cutting edge technologies and digital platforms are essential to providing clients a wealth management strategy that can endure and capitalize on market fluctuations.
  7. Who do they work for? Many consultants that work at larger firms are bound to certain brokerages and might not be allowed to give you truly objective advice or may not be able to offer you a full range of investment options. When a advisor is independent, they are looking out for your best interest and are not limited in the strategies they can use in your favor.
  8. Will they manage your wealth, or just your investments? While asset allocation and getting a great return on investment are essential aspects of any financial advising services, true wealth management in Brentwood, MO should include a complete view of your finances.

Correct Capital's Wealth Management Philosophy in Brentwood, MO

At Correct Capital, our wealth management team has over 75 years of combined experience helping Brentwood, MO individuals and families make their finances work for them. We are a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNERS ™, whose credentials are obtained through experience, education, passing rigorous exams, and observing high ethical standards. We serve families and individuals in addition to business owners in Brentwood, MO with comprehensive financial planning. 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. 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 look over your assets, liabilities, debts, income, and expenses to get an overall view of your financial health. We'll generate a a long-term 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:

Wealth Management Brentwood, MO | Portfolio Management | Financial Advisors Near Brentwood

Wealth Management Brentwood, MO | Correct Capital

Our only aim is to offer you the best wealth management services we can, and we are legally and ethically bound to do so. 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 take pride in the fact that we help Brentwood, MO residents attain their dreams and enrich their family's future. For devoted and knowledgeable wealth management in Brentwood, MO with a personalized touch, reach out to Correct Capital today at 314-930-401(k) or contact us online.


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