Wealth Management in Edwardsville, IL

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Wealth Management in Edwardsville, IL Holistic Wealth Management to Help You Achieve Your Dreams

Wealth Management in Edwardsville, IL. Our financial health is about more than just getting to live in our dream house; it has an effect on our emotional well-being, the futures of ourselves and our families, and whether or not we realize our what we want the most in life. Correct Capital offers A-Z wealth management services to Edwardsville, IL individuals and families so they can can have peace of mind because their finances and future are not only secure but well-positioned for long-term growth. Turn your goals into reality with Correct Capital's Edwardsville, IL 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 certainty. Our Edwardsville, IL wealth management team at Correct Capital do more than just try to time the market; we strive to be caretakers of your wealth and financial life coaches. Many features of financial health are too often ignored; for example, 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 are comprised of equities, fixed income, cash, and more depending on how close they are to retirement and risk tolerance. 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 Edwardsville, IL have the experience, knowledge, commitment, and resources to help grow your wealth and live the life you want.

Wealth Management Edwardsville, IL | Portfolio Management | Financial Advisors Near Edwardsville

What is Wealth Management? | Edwardsville, IL Wealth Management

Wealth management is an inclusive phrase that generally refers to how a financial advisor organizes every facet of a client's finances to focus on the comprehensive care of their wealth. Comprehensive wealth management in Edwardsville, IL 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 strive to foresee market declines, create a balanced and diversified portfolio, and mitigate risk in the interest of growing your wealth.
  • Estate planning so you can leave a legacy for your Edwardsville, IL family.
  • Retirement planning so you don't have to worry about where your income will be coming from once you retire.
  • 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 a good fit for your finances and goals.
  • Insurance planning to make sure you, your family, and your assets can survive any surprises and that you're not spending too much.
  • 401(k) services for business owners who want to see their employees financially secure is well.
  • 401(k) rollover if you're taking advantage of an exciting new opportunity 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 fruits of your labor will ensure prosperous Edwardsville, IL communities as well.
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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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How to Choose a Wealth Manager | Edwardsville, IL Wealth Management

Choosing a trustworthy and capable wealth manager is a serious task; you are in many ways entrusting them with your future. You need to be able to trust both the financial advisors who will steward your wealth and the skills, insight, and experience they will employ to do so. Below are eight important things to ask yourself before deciding on a financial advisor for your wealth management in Edwardsville, IL.

  1. Do they have adequate wealth management experience? In any industry, there's no better teacher than experience. 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 how to best position your wealth for your time horizon, whether that be in 5 years, 12 years, or 30. It also means they'll have a wide network of relationships and resources.
  2. What qualifications do they hold? The term "wealth manager" doesn't necessarily defer any qualifications to the person using it. A Edwardsville, IL wealth management firm that really knows what it's doing will hold qualifications that can only be acquired by fulfilling 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 help you so much 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 comprehensive services that go beyond portfolio management and retirement planning to consider the full spectrum of your life, goals, and current financial health.
  5. Do they communicate well? It's likely unnecessary to have your wealth manager on speed dial, but you need to know that they're attentive, and that they're being straightforward in the event that there is a conflict of interest.
  6. What resources do they have? 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.
  7. Who do they work for? 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 completely unbiased advice. Independent firms have no such restrictions, and you can be sure that they are recommending options that they truly believe in.
  8. Do they have a holistic view of wealth management? While asset allocation and getting a great return on investment are key facets of any long-term growth strategy, true wealth management in Edwardsville, IL should include a complete view of your finances.

Correct Capital's Wealth Management Philosophy in Edwardsville, IL

At Correct Capital, our wealth management team has more than 75 years of cumulative experience helping Edwardsville, IL 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 PLANNER ™ professionals, whose credentials are awarded through experience, education, passing demanding exams, and adhering to high ethical standards. We serve families and individuals in addition to business owners in Edwardsville, IL 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 discuss where you are and where you want to go. Then, we'll look over your assets, liabilities, debts, income, and expenses to get an overall feel for your financial health. We'll generate a a long-term plan for you, and adjust it when changes in the market or your life deem it necessary.

Other services we offer in Edwardsville, IL include:

Wealth Management Edwardsville, IL | Portfolio Management | Financial Advisors Near Edwardsville

Wealth Management Edwardsville, IL | Correct Capital

We succeed when you succeed. Trust is crucial when it comes to your finances, so we hope you get to know us as we get to know you and your finances. We do what we do to help Edwardsville, IL residents achieve their dreams and protect their family's future. For committed and accomplished wealth management in Edwardsville, IL with a personalized touch, get in touch with Correct Capital today at 877-930-4015 or contact us online.


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